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  • Exit Planning Exchange
Exit Planning Exchange
Nov
15

XPX New Jersey: Challenges and Considerations During Succession and Exit Planning

Details

Date & Time

Wed, Nov 15th, 2023 â‹… 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 11/12)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 11/12)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

35 people attended
JM
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
+30

Bill Haemmerle from Wiss will moderate a panel discussion.


Our Panel:

George Carmel
Entrepreneur and Former Family Business Owner

Stephanie Hughes
CEO
Wiss Private Client Advisors 


Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 11/12)

Other XPX Chapter Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 11/12)

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

Breakfast will be served.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

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.
JM
John McIntyre
GEARTY AND MCINTYRE
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael Cepa® Cdfa® Cfp® Cima® Cfa Kislin
Morgan Stanley Wealth Management
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
AP
Adam Psichos
Glenmede Trust Company
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
MC
Michael Castro
BankUnited
VS
Vipin Singh
Murphy Business Sales - Edison Office
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
BL
Bernie Leone
Withum
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Yoav Cohen
NYC Advisors, LLC
BH
Bill Haemmerle
Wiss
GC
George Carmel
Entrepreneur & Former Family Business Owner
SH
Stephanie Hughes
Wiss Private Client Advisors
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
JS
Joshua Shoshan
Wealthspire
DB
David Borsack
Cole Schotz P.C.
JV
Jim Vigna
Live Oak Bank
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NORTHBRIDGE BUSINESS ADVISORS
PC
Priti Capoor-Savage
CIBC
JA
Joseph Armenti
Cole Schotz P.C.
SH
Stephanie Hughes
Wiss Private Client Advisors
KF
Karen Fierro
Wiss Private Client Advisors
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
HK
Harvey Katz
Fox Rothschild
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
SZ
Shamisa Zvoma
Wiss Private Client Advisors
DB
Dave Boak
Wiss Private Client Advisors
RB
Robin Barrasso
Wiss Private Client Advisors