• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Fort Worth
      • Miami
      • Phoenix
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
21

XPX New Jersey: The Ripple Effects of Fed Policy and Your Clients for 2023

Details

Date & Time

Wed, Sep 21st, 2022 ⋅ 8:00am - 10:00am (EDT)

Location

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 9/18)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 9/18)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

30 people attended
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
JM
John Carpenter of era Group is a member of XPX New Jersey
John Dowd of Bernstein is a member of XPX Tri-State
Sharon Bender of Webster Bank is a member of XPX Tri-State
+25

Federal Reserve policy is affecting many facets of business valuations and operations. We will explore elements of the current Fed policy while sharing insight to projections for years to come, effects which are not as obvious and the new normal.

Our Speaker:

Roosevelt Bowman
Senior Investment Specialist
Bernstein Private Wealth Management



Event Pricing:

Non-Members

Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 9/18)


Other XPX Chapter Members

Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 9/18)

XPX NJ and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be served.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
JM
John McIntyre
GEARTY AND MCINTYRE
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
JM
Jeff Michelson
Cohn Reznick
BA
Brad Abramson
Marsh McLennan
Darwin Salicrup of DZS Capital LLC is a member of XPX New Jersey
Darwin Salicrup
DZS Capital LLC
Peter Holmes of Supporting Strategies | Northwest New Jersey is a member of XPX New Jersey
Peter Holmes
Supporting Strategies | Northwest New Jersey
CP
Carla Panzitta
Glenmede Trust Company
AV
Alain van Loo
Assetive
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
HK
Harvey Katz
Fox Rothschild
AP
Adam Psichos
Glenmede Trust Company
DK
David Krietzberg
Krietzberg Wealth Management
AB
Andrew Botwin
SPC Consulting
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
JJ
Jose Jara
Fox Rothschild LLP
Rhonda Rosen of SeatonHill is a member of XPX New Jersey
Rhonda Rosen
SeatonHill
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JV
Jim Vigna
Live Oak Bank
SC
Stephen Chin
Financial Structures and Advisory, Inc.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
PD
Phil Dubinsky
Thoroughbred CFO
MP
Martha Post
Growth Catalystics
RB
Roosevelt Bowman
Bernstein Private Wealth Management
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Herold
Edward Jones
NR
Nada Reilly
BDO USA LLP