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  • Exit Planning Exchange
Exit Planning Exchange
Jul
27

XPX New Jersey – In-Person Summer Cocktail Party

Details

Date & Time

Tue, Jul 27th, 2021 ⋅ 5:30pm - 8:00pm (EDT)

Location

Town Bar and Kitchen - 80 Elm Street, Morristown, NJ- This event will be held outdoors

Tickets

New Jersey & Tri-State Members
$55.00
Non-members (Early Bird through 7/15)
$65.00
Non-Members Regular Fee
$75.00
Guests

Registrants

30 people attended
AG
Kent Schwarz of Becker LLC is a member of XPX New Jersey
RR
JP
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
+25


After a long year for all of us with too many Zoom meetings, we are back and meeting in person! Join the New Jersey Chapter of XPX as we come together in person to share stories of the year behind us, grab a cocktail and network with others. The best part is you can invite a guest to join you as we want to encourage many to join us.

We welcome members and guests to come join us for our annual summer cocktail party. It is great opportunity to network with other experienced advisory professionals for business owners and their companies – in addition to have some food and drink together. We look forward to a fun and productive evening.

You don’t want to miss this great opportunity to re-engage others…in person!

This event will be held outdoors.


Event Pricing:

NJ & Tri-State Members – $55.00
Other XPX Chapter Members - $55.00

Non-members (Early Bird through 7/15) – $65.00
Non-members After 7/15 – $75.00

Join XPX NJ Today!



TRI-STATE SILVER:



TRI-STATE BRONZE:









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Guests
Registrant lists may take up to 24 hours to update on Events pages.
AG
Adam Grenker
Fox Rothschild LLP
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
RR
Robert Reagan
SLR Business Credit
JP
Jerome Pasichow
Integrated Financial Concepts
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
BC
Benjamin Cohen
Wells Fargo
CP
Carla Panzitta
Glenmede Trust Company
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
AP
Adam Psichos
Glenmede Trust Company
AB
Allan Balderama
Chase
Tim O'Rourke of EisnerAmper LLP is a member of XPX New Jersey
Tim O'Rourke
EisnerAmper LLP
John Maldjian of Stevens & Lee PC - Co-Chair Intellectual Property Group is a member of XPX New Jersey
John Maldjian
Maldjian Law Group LLC - Intellectual Property Counsel
John Dowd of Bernstein is a member of XPX New Jersey
John Dowd
Bernstein
DS
David Smith
Strategic Insurance Partners
NS
Norman Sanyour
Capital Group Private Client Services
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
John Kovacs of CFO Consulting Partners LLC is a member of XPX New Jersey
John Kovacs
CFO Consulting Partners LLC
BL
Bernard Leone
Withum
BG
Brian Greenstein
Ardour Capital
FR
Frank Riker
M&T Bank
JD
Jack Donahue
Newport LLC
RE
Ryan Enriquez
JPMorgan
JC
John Crosby
Individual Financial Services, LLC
NR
Nada Reilly
BDO USA LLP
AJ
Andrew Jessup
Wells Fargo Advisors
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
MP
Martha Post
Growth Catalytics