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    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
05

XPX Greater Boston Holiday Party

Details

Date & Time

Tue, Dec 5th, 2023 â‹… 5:00pm - 7:30pm (EDT)

Location

300 Trade Center Atrium Woburn, MA 01801

Tickets

Non-Members
$100.00
Non-Members Same Day/Walk-In Fee
$110.00
XPX Greater Boston Members
$50.00
XPX Greater Boston Members Same Day/Walk-In
$65.00
Guests

Registrants

74 people attended
MD
JS
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
GS
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
+69

Join us for an evening of Holiday Cheer!



Registration Fees:

XPX Greater Boston Members: 50.00
XPX Greater Boston Members Same Day/Walk-in Fee: $65.00

Non-Members: $100.00
Non-Members Same Day/Walk-in Fee: $110.00 

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/not transferable


THANK YOU TO OUR HOLIDAY PARTY EVENT SPONSOR!




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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MD
Mark Diebus
Middlesex Savings Bank
JS
Jake Stavros
LGA, LLP
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The FamilyBusiness
GS
George Shaw
PKF O'Connor Davies LLP
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Flo Servan of APM is a member of XPX
Flo Servan
APM
MM
Michael McEntee
A. Neumann & Associates
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
BB
Brian Beneduce
Bernstein Private Wealth Management
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
WW
William Wilcoxson
Osage Advisors
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
RC
Rick Clemon
Clemon Consulting
JC
Jonathan Chen
Blue Tide Catalysts
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
RW
Rick Weed
SES ESOP Strategies
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
DC
Dan Corcoran
MCRC
SV
Stephen Vesey
Exit The Family Business
PO
Paul Oliveira
KLR
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
CA
Chris Avery
JP Morgan
AF
Alan Fullerton
Mirus Capital Advisors
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
LW
Louise Wager
BNY Mellon
SB
Susan Black
Boston Financial Management
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
TS
Tom Sherwin
CEO Resources, Inc.
AB
Alex Biega
Wincove Private Holdings
EH
Elliot Herman
PRW Wealth Management LLC
NS
Nick Spinelli
Bank of America Private Bank
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Vlachos Group
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Transworld Business Advisors of Boston
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
PS
Paul Schmid
Arent Fox LLP
CS
Craig Cpwa(r) Slater
Morgan Stanley
BK
Brad Kayton
CFO Center
SR
Stuart Rose
Mirus Capital Advisors
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
KZ
Kelly Zack
AAFCPAs
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
TD
Todd Davock
Axiom Commercial Finance
RM
Rudy Minar
Mirus Capital Advisors, Inc.
RB
Ryan Bowler
Dunn Rush & Co. LLC
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
LY
Li-Mei Yang
Customers BAnk
JJ
Jane Johnson
Business Transition Academy
KM
Kevin McAuliffe
Bernstein Private Wealth Management
LV
Lars Vaule
Pilotage Partners LLC
JM
John McGourty
CFG / MassMutual
ZT
Zachary Taylor
Blue Herring LLC
PR
Patrick Rosseel
M&T Bank
MD
Michael Dimuccio
Bank of America Private Bank
JA
Joseph Alibali
LGA, LLP
MC
Martin Croyle
Stowe & Degon
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
RS
Robert Schildkraut
Falcon Management LLC- CFO Consulting
CH
Carol Hansen
Brookline Bank
CW
Caleb White
CFAR
KC
Kenneth Connors
Truist
TP
Taylor Proulx
M&T Bank
DS
Daniel Shea
Bernstein Private Wealth Management
Bennett Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Bennett Rush
Dunn Rush & Co. LLC
JV
Jonathan Vogt
KeyBank
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
JP
James Provanzano
M&T Bank