• Home
  • Find an Advisor
  • Advisor Resource Center
    • Advisor Resource Members
    • Join
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
03

XPX Greater Boston Holiday Party

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Thu, Dec 3rd, 2026 ⋅ 5:00pm - 7:00pm (EDT)

Location

Charles River Country Club (483 Dedham St, Newton, MA 02459

Status

Registration Open

Tickets

Greater Boston Members
$50.00
Greater Boston Members Same Day
$60.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Fee
$105.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

57 people are going
BK
DB
MD
KR
MR
+52

Celebrate the holiday season with XPX Greater Boston at our Holiday Celebration and Networking Event!

Hosted at the Charles River Country Club, enjoy an evening of festive cocktails and hors d’oeuvres. This event is the perfect opportunity to invite a friend or colleague and meet professionals who work in exit planning in the Greater Boston area.

Join us to celebrate the holiday season and prepare for a successful 2027.

Registrations Fees:

Greater Boston Members: $50.00
Greater Boston Members Same Day: $60.00

Non-Members: $95.00
Non-Members Same Day: $105.00

XPX Network Members: $65.00
XPX Network Members Same Day: $75.00

Registration fee includes food and drinks.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
BK
Brad Kayton
CFO Center
DB
David Barbato
Talent Retriever
MD
Michael Dimuccio
Bank of America Private Bank
KR
Kendall Reed
Blue Herring
MR
Michael Radin
Shipman Goodwin LLP
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
ZT
Zachary Taylor
Blue Herring LLC
Armen Krmzian of Bank of America is a member of XPX Greater Boston
Armen Krmzian
Bank of America
EK
Evgeniy Krasowski
Transworld Business Advisors | Boston
CS
Craig Cepa(r) Cpwa(r) Mba Slater
N. Atlantic Private Wealth
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
JS
John Jr. Surrette
KLR
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
AL
Amy Lessner
J.P. Morgan
Kevin Jolley of Shields & Company is a member of XPX Greater Boston
Kevin Jolley
Shields & Company
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
KD
Kristin Dzialo
Rubin Rudman
William Jarry of Hingham Street Advisors of Wells Fargo Advisors is a member of XPX Greater Boston
William Jarry
Hingham Street Advisors of Wells Fargo Private Wealth
JA
Jennifer Aversano
JPMorgan
DC
Dan Corcoran
MCRC
GB
Greg Batsevitsky
Rockland Trust Company
JP
Jessie Pyne
The Pyne Group, LLC
SC
Sam Cregg
Grimes & Co
MD
Mark Diebus
Middlesex Savings Bank
RC
Rick Clemon
Clemon Consulting
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed Merola Private Wealth at J.P. Morgan
Rick Weed of SES ESOP Strategies is a member of XPX Greater Boston
Rick Weed
SES ESOP Strategies
MH
Molly Hanson
BayState Business Brokers
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
RS
Robert Schildkraut
Falcon Management LLC
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Shipman & Goodwin LLP
KB
Kevin Barton
Webster Bank
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
BC
Beth Chea
United Midwest Savings Bank
PO
Paul Oliveira
KLR
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
BB
Brian Beneduce
Bernstein Private Wealth Management
SS
Sep Salimi
Rockland Trust
LW
Louise Wager
BNY
AS
Aastha Sharma
McLane Middleton
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
LY
Li-Mei Yang
South Shore Bank
NS
Noah Schlesinger
AllianceBernstein
MM
Michael McEntee
A. Neumann & Associates
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
JE
Jae Erdekian
BDO
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
Andreas Hirsemann
FourLeaf Federal Credit Union
Len Bruskiewitz of Greater Heights Coaching is a member of XPX Greater Boston
Len Bruskiewitz
Greater Heights Coaching
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
JC
Joshua Caswell
Rubin and Rudman LLP
DK
Diana Kenneally
Cambridge Trust
Joseph Attia of Xcelerated Equity Advisors, LLC is a member of XPX Greater Boston
Joseph Attia
Xcelerated Equity Advisors, LLC