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  • Exit Planning Exchange
Exit Planning Exchange
Apr
19

XPX New Jersey: Roundtable Discussion: Dealing with the Current Economic Challenges

Details

Date & Time

Wed, Apr 19th, 2023 ⋅ 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 4/16)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 4/16)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

33 people attended
UJ
Kent Schwarz of Becker LLC is a member of XPX New Jersey
NS
Sharon Bender of Webster Bank is a member of XPX Tri-State
+28

Recession Risk, Tighter Lending Standards, Higher Interest Rates, Banking Failures – How Should You Advise Your Clients

Event Pricing:

Non-Members

Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 4/16)


Other XPX Chapter Members

Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 4/16)

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

Breakfast will be served.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
UJ
Uri Jaskiel
EOS Worldwide
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
NS
Norman Sanyour
Capital Group Private Client Services
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
JM
John McIntyre
GEARTY AND MCINTYRE
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
BL
Bernie Leone
Withum
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Partners Investment Bank
HK
Harvey Katz
Fox Rothschild
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
ML
Michael Lear
Capital Group
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
BG
Ben Garcia
berkshire bank
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Rhonda Rosen of SeatonHill is a member of XPX New Jersey
Rhonda Rosen
SeatonHill
GS
Giulio Scotto
Withum
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
CB
Candace Benzel
Merrill Lynch
BG
Bruce Gibson
Webster Business Credit
ML
Molly Linell
Marshall & Stevens