XPX New Jersey - Impact of Upcoming Election
Details
Date & Time
Wed, Oct 16th , 2024 ⋅ 8:00am - 10:30am (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 10/13)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
XPX Chapter Network Member (Early Bird through 10/13)
$55.00
XPX Chapter Network Member Regular Fee
$70.00
XPX Chapter Network Member Same Day Registration/Walk-In Fee
$80.00
Guests
Registrants
34
people attended
CB
NB
TK
+29
Economic Outlook and Pre-Liquidity Planning
- Update on mid-year pre-election market outlook including potential risks
- Discussion of portfolio management strategies
- Considerations for business owners pre-transaction regarding trust and estate and tax planning
Our Speakers:
Candace Benzel
Senior Vice President
Financial Advisor
Bank of America Merrill Lynch
Nisheet Bonde
CAIA®, Vice President
ISG Portfolio Strategist
Bank of America Merrill Lynch
Tricia Kropp
CRPC, Director
Wealth Strategies Advisor
Bank of America Merrill Lynch
Event Pricing:
Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 10/13)
XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 10/13)
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.
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