Mar
09
XPX Greater Boston 2022 Summit
Details
Date & Time
Wed, Mar 9th , 2022 â‹… 1:00pm - 7:00pm (EDT)
Location
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210
Tickets
Greater Boston Members
$150.00
Non-Members
$175.00
Other XPX Chapter Members
$165.00
XPX Greater Boston Board/ Committee
$125.00
Guests
Registrants
132
people attended
+127
Summit 2022:
XPX Greater Boston Announces Stellar Panel for Their Pinnacle Event
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In addition to amazing keynote speakers, the 2022 annual Summit will feature a day packed with panels featuring first-hand stories of business growth, legacy, and transfer from the many sides of a transaction that you won’t want to miss. Concluding with a networking reception that is highly anticipated each year, this is the perfect event for advisors and business owners alike.
We look forward to a dynamic program that will cover the current challenges in the private business market and provide attendees with information to help them navigate these unprecedented times, ultimately leading to successful business transitions. Space is limited and tickets are selling fast. Register today!
Registration Fees:
(1) XPX Greater Board/ Committee / Annual Sponsor - $125.00*
***Contact angie@exitplanningexchange.com to get your promo code***
(2) SUMMIT SPONSORS, Contact angie@exitplanningexchange.com to sign up and register your table guest(s), if applicable.
(3) XPX Greater Boston Chapter Members in good standing - $150.00
(4) Other XPX Chapter Members - $165.00
(5) Non-Members - $175.00
Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Alex Weatherall
Expense Reduction Analysts, Inc.
CH
Carol Hansen
TD Bank, N.A.
MS
Marshall Sugarman
TD Bank
Ashley Agnew
Centerpoint Advisors
David Walsh
Oberon Securities
Jack Finning
AAFCPAs
AG
Andrew Godfried
Risk Strategies
DJ
Danielle Justo
Rich May P.C.
TD
Travis Drouin
Baker Tilly US
CL
Chris Linde
BlackCloak
SB
Susan Black
Cambridge Trust
Richard Breed
Tarlow Breed Hart & Rodgers, PC
AF
Alan Fullerton
Mirus Capital Advisors
TF
Tom Fletcher
US Wealth Management
BC
Bill Clement
Clement & DaCunha, LLC
SD
Shaun Dacunha
TS
Thomas Schulte
US Wealth Management
Andrew Crain
Mirus Capital Advisors
ID
Irma Dishnica
KLR Outsourcing
BC
Brian Cingel
CBIZ
DC
Daniel Corcoran
MCRC
LS
Lynn Sommer
Cabrillo Advisors, Inc.
BK
Brendan Kiernan
Mirus Capital Advisors
Lynn Schade
Middlesex Savings Bank
JE
Jay Erdekian
BDO
Robert Seltzer
LockeBridge Capital Partners
CM
Clark Merrill
Dale Carnegie
PF
Patrick Flanagan
Veristat
TM
Tracey Mullen
Abveris
CW
Charles Wyrwa
Peoples United Bank
Ken Segal
LGA, LLP
DP
Daniel Paris
Bank of America Private Bank
PK
Philip Kane
U.S. Bank
TB
Thomas Brennan
Arent Fox LLP | Attorneys at Law
AH
Amy Higgins
Alert Innovation
EW
Elysa Walk
Burton Snowboards
KW
Karen Walker Beecher
Strategic Advisor
Matt Dimock
IEPA
CB
Chuck Budd
Avidia Bank
RM
Richard Marks
TruckCourier & Marks Logistics
RF
Robert Feldman
INNO4 LLC
RR
Rob Rafferty
Wellvest Capital
WA
Walter Abbott
EP
Ed Pendergast
Dunn Rush & Co. LLC
Jennifer Wolfsberg
Centerpoint Advisors
TM
Tommy Manna
Infantry Officer, United States Army
EP
Elizabeth Pasciucco
Pasciucco Consulting
LW
Louise Wager
BNY Mellon Wealth Management
Stephen Colella
BNY Mellon Wealth management
TC
Terry Charron
BNY Mellon Wealth Management
MC
Maura Carney
Sullivan & Worcester LLP
JP
Jason Pierce
JS Held
GS
George Shaw
DGC
CH
Carol Hansen
TD Bank, N.A.
DW
David Walsh
Oberon Securities, LLC
CW
Caleb White
CFAR
RK
Ryan Kim
Castle Island Partners
JL
Joshua Lapan
S&G LLP
MG
Matt Goldstein
S&G LLP
JW
Jeffery Winer
S&G LLP
RM
Rudy Minar
Mirus Capital Advisors, Inc.
Chris Bond
Time's Up, LLC
JD
Jim Deleo
Gray, Gray & Gray, LLP
MH
Mark Haley
Marcum Accountants/Advisors
John Leonetti
International Exit Planning Association
DO
David Ott
Keybank
JK
Jonathan Kasen
Shaker Valley Capital Partners LLC
MM
Merrill Mahoney
Waypoint Growth Advisors
RL
Rob Logan
Palmer Foundry
GK
Gregory Kelley
RBC Wealth Management
SS
Shaun Stimpson
North Iron Holdings LLC
NC
Noah Coughlin
BLDUP, Inc.
JH
Joshua Hebert
Magellan Jets
SD
Samuel Diarbakerly
Claro Advisors
Shavon Prophet
ICA Group / MassCEO
JF
Jay Fitzgibbons
Northwestern Mutual
RK
Ruben Klein
R. Klein Consulting LLC
DH
Derek Harris
Bank of America Merrill Lynch
TF
Ty Field
XanEdu, Inc.
TB
Tim Brown
Motus
Brian Kelleher
Mohamed-Merola Wealth Management
JK
Jay Karamourtopoulos
Hereford Financial
JM
Jeff Maslanka
RBC Wealth Management
DC
Dante Coppola
US Wealth Management
MB
Mike Brown
Boston Financial Management
GB
Gregory Batsevitsky
People's United Bank
BH
Brian Heath
Millstone Medical
EM
Euan Milne
Artemis Capital
SW
Stephen Webster
Crews Consulting Group
AJ
Allen Jones
Merrill Lynch
AN
Anthony Norris
Centerpoint Advisors
DK