XPX New Jersey - 2024 Outlook: The Fed’s Pivot Party

Join us as we discuss these topics and many more at our kickoff meeting for 2024! The discussion will feature Roosevelt D. Bowman is a Senior Investment Strategist with Bernstein's Wealth Strategies Group and member of the firm's Private Client Investment Policy Group. It will be an exciting one.

Our Speaker:

Roosevelt Bowman
Senior Investment Strategist
Bernstein Wealth Strategies Group

Roosevelt is a member of the firm’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments, and foundations. He has an extensive investment career that spans over two decades. Roosevelt first joined Bernstein in 2000 and later returned to the firm in 2019. Throughout his career, he has focused on global fixed income, monetary policy, and data science. Prior to rejoining Bernstein, Roosevelt held various positions at MetLife. He also served as a senior fixed income strategist at U.S. Bank for retail and institutional clients. Earlier in his career, Roosevelt worked as a research analyst at the Federal Reserve Bank of New York, and his work has been featured in prominent media and economic research publications. Roosevelt earned a BA degree in economics from Williams College.

Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 1/14)

Other XPX Chapter Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 1/14)

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.