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  • Exit Planning Exchange
Exit Planning Exchange
Jun
01

XPX Greater Boston Joint Networking with Boston Estate Planning Council

Details

Date & Time

Thu, Jun 1st, 2023 ⋅ 4:00pm - 6:30pm (EDT)

Location

Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109

Tickets

Greater Boston Members
$45.00
Non-Members Regular Fee
$55.00
Guests

Registrants

63 people attended
BK
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
MS
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
+58




XPX Greater Boston and The Boston Estate Planning Council (BEPC) are hosting its first networking event!

XPX Greater Boston and BEPC invites you to connect with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect you with like-minded professionals to help spark new leads and expand your business, while you enjoy delicious appetizers and drinks. 

Don’t miss out on this opportunity to make new contacts, grow your business and have some fun! Weather permitting the event will be partially outdoors.


Event Pricing:

XPX Greater Boston Members: $45.00 
Non-Members: $55.00

BEPC MEMBERS MUST REGISTER THROUGH THEIR ORGANIZATION.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BK
Brendan Kiernan
Mirus Capital Advisors
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
MS
Marshall Sugarman
TD Bank
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
IM
Ian Macdermott
Merrill Lynch Wealth Management
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
PO
Paul Oliveira
KLR
JS
John Jr. Surrette
KLR
DS
Dan Cpa Seaman
AAFCPAs
SS
Sam Seekins
Goldman Sachs
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
Flo Servan of APM is a member of XPX
Flo Servan
APM
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
TS
Tom Sherwin
CEO Resources, Inc.
JE
Joshua England
AAFCPA's Inc.
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
AO
Alexander Olson
Rockland Trust
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
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
LS
Lynn Sommer
Cabrillo Advisors, Inc.
KP
Kaari Purstell
Cabrillo Advisors
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
DC
Dan Corcoran
MCRC
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Camp Corporate Law, LLC
PK
Paul Kelly
Berkshire Bank
NP
Nicholas Parseghian
Marcum LLP
DB
Deborah Barry
First Republic Bank
EH
Elliot Herman
PRW Wealth Management LLC
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
MD
Mark Diebus
Middlesex Savings Bank
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
Lew Segall
Sullivan & Worcester LLP
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
PS
Paul Schmid
Arent Fox LLP
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Vlachos Group - M&A
RB
Ryan Bowler
Dunn Rush & Co. LLC
Diane McGwin of Newfound Associates is a member of XPX Greater Boston
Diane McGwin
Newfound Associates
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
Baystate Business Brokers
KM
Kevin McAuliffe
Bernstein Private Wealth Management
TB
Tony Boschetto
KLR Outsourcing
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Transworld Business Advisors of Boston
PB
Peter Bostwick
Alliant Insurance Services
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth Management
BN
Beau Nixon
Mohamed-Merola Private Wealth Management
MM
Michael McEntee
A. Neumann & Associates
KB
Karen Bradford
KLR Executive Search Group
VB
Vinny Botta
Withum
WS
Will Strabley
Mohamed-Merola Private Wealth Management
MM
Michael McEntee
A. Neumann & Associates
AK
Armen Krmzian
Bank of America
JY
Joseph Yotts
TD Bank
DG
Daniel Guglielmo
MindfulCEO.Life