XPX New Jersey - Tribute to Veterans. From Service to Leadership: Lessons Learned From Veteran Business Leaders

Leadership. Resilience. Discipline. Qualities that define successful business leaders and are often forged through military service. On the eve of Veterans Day, join XPX New Jersey for a special program honoring those who have served our country and gone on to achieve success in business.

Our panel will feature accomplished veteran business owners, moderated by a veteran corporate executive, sharing how their military experiences shaped their leadership styles, business decisions and ability to overcome challenges. Expect an engaging discussion with valuable lessons for business owners and professional advisors alike.

All veterans are invited to attend at no charge! We encourage you to invite a veteran colleague, client or friend to join us for this special event. Simply let us know who you'd like to invite, and we'll be happy to register them. Join us for a meaningful morning of networking, insights and recognition of those who have served.

Our Speakers:

Abby Rosen, CFP GFP
Partner & Wealth Advisor
Corient

Abby Rosen is a Managing Partner at Corient’s Morristown office, specializing in helping widows and widowers navigate financial complexities following the loss of a spouse, as well as advising corporate executives on maximizing benefits, compensation, and stock options. Her background includes positions at RegentAtlantic and service as a United States Naval officer.

Abby holds a bachelor's degree from the College of the Holy Cross, an MS from Bentley University and is a CERTIFIED FINANCIAL PLANNER® professional. She serves as treasurer of the Brooke Healey Foundation and on the Christ the King finance committee. In 2020, she was named Citizen of the Year for her charitable work.

Rich Vaill
President
Custom Marketing Solutions (SDVOSB)

Rich Vaill is a graduate of the US Naval Academy and a former Marine Corps Officer. He led logistics platoons during Operation Sharp Edge in Liberia and the Gulf War, and rose to the rank of Major. He’s also a graduate of the Marine Corps Command and Staff College in Quantico, Virginia.

After a successful 30-year career in finance, Rich transitioned to entrepreneurship. He is now the owner of Custom Marketing Solutions LLC, a Service-Disabled Veteran-Owned commercial printing company that partners with pharmaceutical companies and Veteran-owned businesses to elevate their marketing through high-impact, precision-driven print.

Jamie Schleck
Principal
Bayonet Capital LLC

Jamie Schleck is the founder and principal investor of Bayonet Capital LLC, providing private equity funding to entrepreneurial ventures. Previously, he spent nearly two decades as President and CEO of JFC Technologies, where he helped develop specialty materials for military aerospace applications, including the F-35 Joint Strike Fighter. He successfully sold JFC Technologies to Cyalume Technologies.

A former Army officer and graduate of the Army’s Ranger, Airborne, and Air Assault Schools, Jamie holds a BS from the US Military Academy, an MBA from Columbia University, and an M.Ed. from Rutgers University. Jamie is a proud husband and father of four.

Registration Fees:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 11/7)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 11/7)

XPX NJ and Tri-State Members in good standing are complimentary - Registration is required so we have an accurate headcount for catering planning.

Breakfast will be served.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A New Jersey or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

======================================