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  • Exit Planning Exchange
Exit Planning Exchange
Jul
27

XPX Greater Boston: Join the Greater Boston Chapters of XPX and AM&AA for a Summer Social @ The Palm in Boston!

Details

Date & Time

Wed, Jul 27th, 2022 â‹… 5:00pm - 7:30pm (EDT)

Location

The Palm, One International Place, Boston MA

Tickets

Non-Members
$95.00
XPX Greater Boston Members
$70.00
Guests

Registrants

51 people attended
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
RB
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
BC
+46





AM&AA MEMBERS MUST REGISTER THROUGH THEIR ORGANIZATION.


Pre-registration is required to  to ensure we have an accurate headcount.

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 honor substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
RB
Roman Beylin
DueDilio
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
BC
Bill Clement
Southcoast Financial Partners, LLC
Kathleen Henry of Nutter, McClennen & Fish, LLP is a member of XPX Greater Boston
Kathleen Henry
Nutter, McClennen & Fish, LLP
Sandra Saner of The Private Bank, Bank of America is a member of XPX Greater Boston
Sandra Saner
The Private Bank, Bank of America
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
Bill Jarry
BNY Mellon Wealth Management
WW
William Wilcoxson
Osage Advisors
LW
Louise Wager
BNY Mellon
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Richard Weiner
AAFCPAs
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
LY
Li-Mei Yang
Customers BAnk
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
NS
Noah Schlesinger
AllianceBernstein
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
LS
Lew Segall
Sullivan & Worcester LLP
LH
Lisa Hudson
Washington Trust Company
AA
Alicia Amaral
Juna Financial Solutions
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
Robert Seltzer
LockeBridge Capital Partners
BM
Brent Mathews
BankProv
Laura Kevghas of Alliance Private Wealth is a member of XPX
Laura Kevghas
Alliance Private Wealth
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Shannon Zollo
Nutter McClennen & Fish LLP
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
CS
Craig Cpwa(r) Slater
Morgan Stanley
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
RB
Ryan Bowler
Dunn Rush & Co.
JW
Jordan Walsh
Schlossberg, LLC
TS
Thomas Schulte
Napier Financial
JD
John Dwyer
TD Bank
MH
Mark Haley
Marcum Accountants/Advisors
PK
Philip Kane
U.S. Bank
BC
Brian Cingel
CBIZ
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric Cooper
Commonwealth Financial Group
SK
Stephen Kittell
Aranca
PB
Peter Bostwick
Alliant Insurance Services
BH
Brian Horgan
Customers Bank
TD
Todd Davock
Santander N.A.
CW
Charles Wyrwa
M&T/Peoples United Bank
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
MM
Matt Modlish
M&T Bank
Ellie Myers of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Ellie Myers
Nutter McClennen & Fish LLP
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed-Merola Wealth Management
HR
Havell Rodrigues
New Majority Capital
MR
Michael Radin
TBHR