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  • Exit Planning Exchange
Exit Planning Exchange
Sep
13

XPX Greater Boston: The Human Side of Exit Planning

Details

Date & Time

Tue, Sep 13th, 2022 â‹… 11:30am - 1:30pm (EST)

Location

McLane Middleton-300 Trade Center Dr., #7000, Woburn MA

Tickets

Greater Boston Members
$0.00
Non-Members
$95.00
Other XPX Chapter members
$65.00
Guests

Registrants

46 people attended
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
TZ
+41



Event Pricing:

Non-Members: $95.00

Other XPX Chapter Members: $65.00

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member referral is required. Member must email angie@exitplanningexchange.com to register a FIRST TIME guest.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
TZ
Tom Zhang
Touchstone Advisors
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric Cooper
Commonwealth Financial Group
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Richard Breed of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Richard Breed
Tarlow Breed Hart & Rodgers, PC
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
William Jarry of Hingham Street Advisors of Wells Fargo Advisors is a member of XPX Greater Boston
Bill Jarry
BNY Mellon Wealth Management
PO
Paul Oliveira
KLR
John Colucci of McLane Middleton is a member of XPX Greater Boston
John Colucci
McLane Middleton
HR
Havell Rodrigues
New Majority Capital
KK
Kimberly Kramer
McLane Middleton, Professional Association
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
DC
Dan Corcoran
MCRC
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Nicholas Carbone of Commonwealth Financial Group is a member of XPX Greater Boston
Nicholas Carbone
Commonwealth Financial Group
SM
Sean McCloskey
Marsh & McLennan Agency
NS
Noah Schlesinger
AllianceBernstein
KM
Kevin McAuliffe
Bernstein Private Wealth Management
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
MC
Michael Crowley
Planned Value Group
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
RB
Ryan Bowler
Dunn Rush & Co.
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
BH
Bonnie Henry
LW
Louise Wager
BNY Mellon
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
MS
Mark Shifrin
Brookline Valuation Services, Inc.
BR
Ben Rento
Chase Commercial Bank
TS
Tom Sherwin
CEO Resources, Inc.
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The FamilyBusiness
AM
Andrew Merken
Burns & Levinson LLP
JV
Jonathan Vogt
KeyBank | Commercial Bank
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
PS
Paul Schmid
Arent Fox LLP
DE
David Eddy
Map Hill Systems, Inc.
JM
John McGourty
Commonwealth Financial Group