Trust & Estate Planning: How Business Owners Can Keep What They Have Earned
XPX is about knowledge sharing and collaboration. This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Owners’ Academy
Power of Five
One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Contact us!
Interested in Joining XPX New York?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Put The Client First
Think Long Term
Consider The Human Angle
Always Be Learning
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