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  • Exit Planning Exchange
Exit Planning Exchange
Dec
06

XPX Greater Boston: Holiday Celebration

Details

Date & Time

Tue, Dec 6th, 2022 ⋅ 4:30pm - 7:00pm (EDT)

Location

Charles River Country Club, 483 Dedham Street | Newton, Massachusetts

Tickets

Greater Boston Members
$45.00
Greater Boston Members Same Day/Walk-In Fee
$55.00
Non-Members
$95.00
Non-Members Same Day/Walk-in Fee
$105.00
Guests

Registrants

38 people attended
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
MH
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
+33




Come celebrate the holiday season and toast to a successful 2022 on December 6 with XPX Greater Boston for our Holiday Celebration and Networking Event!

Enjoy an evening of cocktails and hors d’oeuvres at Charles River Country Club with XPX Greater Boston members and guests. This event is a great time to meet like-minded professionals in Greater Boston.

This year, CEO, Katie Terino from the House of Possibilities will be joining us.  She will speak briefly about the mission of her non-profit and sit at a table to take donations for the organization. Click here for further information about the organization.


Registration Fees:

XPX Greater Boston Members: $45.00
XPX Greater Boston Members Same Day/Walk-In Registration: $55.00

Non-Members - $95.00
Non-Members Same Day/Walk-In Registration - $105.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
MH
Mark Haley
Marcum Accountants/Advisors
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
Robert Seltzer
LockeBridge Capital Partners
DP
Daniel Paris
Bank of America Private Bank
WW
William Wilcoxson
Osage Advisors
Laura Kevghas of Alliance Private Wealth is a member of XPX
Laura Kevghas
Alliance Private Wealth
DR
David Roache
Ingram Advisory Group
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
RK
Robert Kershaw
Cambridge Savings Bank
BA
Brian Annese
Cambridge Savings Bank
CS
Craig Cpwa(r) Slater
Morgan Stanley
KB
Kevin Burke
Cambridge Savings Bank
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
TB
Tony Boschetto
KLR
ID
Irma Dishnica
KLR
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
TS
Tom Sherwin
CEO Resources, Inc.
LY
Li-Mei Yang
Customers Bank
LW
Louise Wager
BNY Mellon
KM
Kevin McAuliffe
Bernstein Private Wealth Management
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
BNY Mellon Wealth Management
KR
Keziah Robinson
Cassia Partners, LLC
GK
Gordon Kinder
HC
Holly Cloutier
Alliance Private Wealth