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  • Exit Planning Exchange
Exit Planning Exchange
Dec
03

XPX Greater Boston Holiday Celebration

Details

Date & Time

Tue, Dec 3rd, 2024 ⋅ 4:30pm - 7:00pm (EDT)

Location

Charles River County Club, 483 Dedham St, Newton, MA 02459

Tickets

Non-Members
$95.00
Non-Members Same Day/Walk-In Fee
$105.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day/Walk-in Fee
$75.00
XPX Greater Boston Members
$50.00
XPX Greater Boston Members Same Day/Walk-In Fee
$60.00
Guests

Registrants

101 people attended
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
LP
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
MD
PO
+96


Celebrate the holiday season on December 3rd with XPX Greater Boston for our Holiday Celebration and Networking Event! We’re excited to welcome new friends and colleagues, business owners and advisors alike.

Hosted at Charles River Country Club, enjoy an evening of cocktails and hors d’oeuvres with XPX Greater Boston. This event is the perfect opportunity to invite a friend or colleague and meet likeminded professionals in Greater Boston.

Registration Fees:

Greater Boston Members: $50.00
Greater Boston Members Same Day/Walk-In Fee: $60.00

XPX Chapter Network Members: $65.00
XPX Chapter Network Members Same Day/Walk-In Fee $75.00

Non-Members: $95.00
Non-Members Same Day/Walk-In Fee: $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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is NOT transferable to another individual - no substitutes please.

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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
LP
Lenny Pierce
JLL
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
MD
Mark Diebus
Middlesex Savings Bank
PO
Paul Oliveira
KLR
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
LS
Larry Stybel
Stybel Peabody & Assiciates, Inc.
NS
Noah Schlesinger
AllianceBernstein
RK
Ryan Kim
Castle Island Partners
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
UBS
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
Marc Scribi of BerryDunn is a member of XPX Greater Boston
Marc Scribi
BerryDunn
JS
John Jr. Surrette
KLR
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
RS
Robert Schildkraut
Falcon Management LLC
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
EH
Elliot Herman
EFE
ZT
Zachary Taylor
Blue Herring LLC
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Mark Lynch of Supporting Strategies is a member of XPX Greater Boston
Mark Lynch
Supporting Strategies
Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Shannon Zollo
Nutter McClennen & Fish LLP
DK
Diana Kenneally
BNY Mellon Wealth Management
RC
Rick Clemon
Clemon Consulting
RL
Robert Look
Middlesex Savings Bank
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
GS
George Shaw
PKF O'Connor Davies LLP
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
SV
Stephen Vesey
Exit The Family Business
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
KB
Kevin Burke
Cambridge Savings Bank
CP
Carmen Posteraro
Salem Five Bank
RK
Richard Katzman
Pathway Advisors
GS
Gerald Sherman
Pathway Advisors LLC
MB
Mike Brown
Boston Financial Management
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
AB
Alex Biega
Wincove Private Holdings
MC
Michael Cassata
Rockland Trust
CS
Craig Cpwa(r) Slater
Morgan Stanley
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
SK
Sumit Khandelwal
Mandelbrot LLC
GW
George Webb
Pension & Wealth M&A Advisors
DP
Daniel Paris
Bank of America Private Bank
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
RW
Rick Weed
SES ESOP Strategies
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
BM
Brayden Minahan
Wilmington Trust
Flo Servan of APM is a member of XPX
Flo Servan
APM
Megan Kearney of Exit Factor Lexington (Boston Metro West) is a member of XPX Greater Boston
Megan Kearney
Exit Factor Lexington (Boston Metro West)
DS
Dan Cpa Seaman
AAFCPAs
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Diane McGwin of Newfound Associates is a member of XPX Greater Boston
Diane McGwin
Newfound Associates
BK
Brad Kayton
CFO Center
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
PS
Paul Schmid
ArentFox Schiff LLP
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Advisory Group
KM
Kristen Miale
Caswell Advisory Group
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Len Bruskiewitz of FocalPoint Coaching is a member of XPX
Len Bruskiewitz
FocalPoint Coaching
AF
Alan Fullerton
Mirus Capital Advisors
AL
Angie Lu
AAFCPAs
EI
Evan Israelson
Bank of America
JM
John McGourty
CFG / MassMutual
RM
Rudy Minar
Mirus Capital Advisors, Inc.
ER
Elizabeth Resteghini
Morse
SP
Slayton Purcell
Rockland Trust
JL
Jeffrey Levin
KLR
PR
Jeff Levin
KLR
CK
Christopher Kennedy
SCM Advisors
MM
Michael McEntee
A. Neumann & Associates
DS
David Serpa
Pension & Wealth, M&A Advisors
JV
Jonathan Vogt
KeyBank
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan Private Wealth
NA
Naronson@galawpartners.com
Gennari Aronson LLP
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
LY
Li-Mei Yang
South Shore Bank
JC
Jack Cherewatti
Foxglove Financial
KM
Kevin McAuliffe
Fiduciary Trust Company
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
HR
Havell Rodrigues
New Majority Capital
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
DE
David Eddy
Legacy Software, Ltd.
AS
Andy Sherman
Apex Growth Advisors
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth
Ari Weber of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Ari Weber
The Weber Group at Merrill Lynch Wealth Management
KS
Ken Schaefer
Business Transition Strategies
TD
Todd Davock
Carandsea3, LLC
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
JH
Jack Heintzelman
Boston Wealth
Danny Lattanzi ChFC®, SE-AWMA™ of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Danny Se-Awma™ Lattanzi Chfc®
The Weber Group at Merrill Lynch Wealth Management
DL
David Lapergola
M&T Bank
WW
William Wilcoxson
Osage Advisors
PETER SULLIVAN of 550 Advisors LLC is a member of XPX Greater Boston
Peter Sullivan
550 Advisors LLC
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
MC
Mike Camarro
Exit The Family Business