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  • Exit Planning Exchange
Exit Planning Exchange
Feb
19

XPX New Jersey - Post Inaugural Outlook

Details

Date & Time

Wed, Feb 19th, 2025 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 2/16)
$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 2/16)
$55.00
XPX Chapter Network Member Regular Fee
$70.00
XPX Chapter Network Member Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

31 people attended
JF
KB
Kent Schwarz of Becker LLC is a member of XPX New Jersey
KC
VS
+26

Financial Markets and Economic Outlook for 2025.


Speakers:

Candace Benzel
Senior Vice President & Financial Advisor
Merrill Lynch

Rob Jarvis, CFA, CIMA
Director, UHNW Portfolio Strategist
Investment Solutions Group

Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 2/16)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 2/16)

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JF
Julian Friedman
Hotaling Insurance Services
KB
Kevin Bodnar
Withum
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
KC
Ken Cohen
Bressler, Amery & Ross
VS
Vipin Singh
Murphy Business Sales - Edison Office
BL
Bernie Leone
Withum
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
CB
Candace Benzel
Merrill Lynch
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
City National Bank
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
RS
Ron Schlegel
Stony Hill Advisors
MW
Matt Wizeman
Focal Point Coaching
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
era Group
JV
Jim Vigna
Live Oak Bank
CP
Cyril Prince
HSBC
IP
Ilana Pearl
Cullen and Dykman LLP
HG
Harper Garrett
Citrin Cooperman
AV
Alain van Loo
Assetive
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
GC
Geoff Cleveland
Janus Gate Financial
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors