XPX Greater Boston: Space limited- Register Today for Summit Party 2021.5!
Date & Time
Location
Tickets
Registrants
REGISTRATION IS CLOSED
Thank you to our gracious Summit Sponsor, Nutter. To allow for spacious enjoyment at the event, we will be limiting the number of guests to 80 as opposed to the maximum 175 allowed in the Nutter conference space. We hope you will join us to safely network and learn amidst lovely views in an open floor plan. While encouraged, masks are optional in the event space. Masks are required in building common areas such as elevators and lobbies.AGENDA:
4:00 pm- Great to See You! Registration and Welcome.
4:30 pm- What’s Going On? What’s Ahead? Market Update with Leo Grohowski, Executive VP, Chief Investment Officer, BNY Mellon Wealth Management.
5:15 pm- Let’s Catch Up: Nosh and Networking.
Thank you to our gracious Summit Sponsor Nutter. Out of respect for their policies and event guests, kindly wear a face mask if you are unvaccinated.
About Leo:
We are excited to host Mr. Grohowski and his over 30 years of industry experience. Prior to his current role he worked in the investment landscape enhancing organizations such as US Trust, Bank of America, Deutche Bank, and HSBC, covering end-to-end investment solutions. As Chief Investment Officer at BNY Mellon Wealth Management, he currently leads all investment strategy and investment management functions for the wealth management organization.
Registration Fees:
Attendees of March Virtual Summit: Free*
XPX Greater Boston Members: $50
Other XPX Chapter Members: $60
Non-Members: $75
* CODE required. Email Angie Ellis at angie@exitplanningexchange.com to get your code.
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THANK YOU TO OUR SUMMIT EVENT SPONSORS:
Summit Annual Host Sponsor:
Nutter McClennen & Fish LLP
Summit Opening Keynote Sponsor:
BNY Mellon Wealth Management
Summit Closing Keynote Sponsor:
RBC Wealth Management & RBC Global Asset Management
Summit Communication Sponsor:
Dale Carnegie
Summit Success Kit Sponsor:
Dunn Rush & Co. LLC
Summit-Table Sponsors:
Centerpoint Avisors, LLC
Dunn Rush & Co. LLC
Middlesex Savings Bank
Summit-Half Table Sponsor:
AAF CPAs
Gray, Gray & Gray, LLP
KLR
Mirus Capital Advisors, Inc.
RBC Wealth Management
TBHR-Law
Washington Trust
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