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September Educational Seminar: WHAT DEAD CELEBRITIES CAN TEACH US ABOUT ESTATE PLANNING *
Event Details

Registration List: September Educational Seminar: WHAT DEAD CELEBRITIES CAN TEACH US ABOUT ESTATE PLANNING *

Mark Alaimo
Mark J. Alaimo, CPA/PFS, CFP
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Barbara Attardo
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Matthew Bride
U.S. Trust
RSVP Comments: N/A
Attending: Yes
Steven Carr
Pabian & Russell LLC
RSVP Comments: N/A
Attending: Yes
Yasmin Causer
KLR
RSVP Comments: N/A
Attending: Yes
Kathaleen Coelho
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Megan Cooney
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Amy Corcoran
Bonhams International Auctioneers & Appraisers
RSVP Comments: N/A
Attending: Yes
Dana Darlington
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Lauren Desforge
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Brett Dietz
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Steven DiVirgilio
Steven DiVirgilio CPA
RSVP Comments: N/A
Attending: Yes
Dale Edmunds
US Trust, Bank of America
RSVP Comments: N/A
Attending: Yes
Kelley Ellis
Prio Wealth
RSVP Comments: N/A
Attending: Yes
Veronica Ferro
People's United Advisors
RSVP Comments: N/A
Attending: Yes
Jessie Foster
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Laura Godine
Eaton Vance Investment Counsel
RSVP Comments: N/A
Attending: Yes
Danielle Grimes
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Cambria Happ
McKenna Management Inc
RSVP Comments: N/A
Attending: Yes
Jason Heman
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Michelle Herd
TFC Financial
RSVP Comments: N/A
Attending: Yes
Karen Hill
McKenna Management Inc
RSVP Comments: N/A
Attending: Yes
Rachel Holbrook
UBS Financial Services Inc.
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Rachael Hylan
Caras & Shulman PC
RSVP Comments: N/A
Attending: Yes
David Keefe
4-Point Financial
RSVP Comments: N/A
Attending: Yes
Kathleen Kenealy
Boston Private Wealth
RSVP Comments: N/A
Attending: Yes
Davina Lewis
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes
Sharon Lewis
Bernstein Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
Joshua Miller
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Kraig Moore
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Jennifer Moran
Grimes & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Michelle Morris
BRIO Financial Planning
RSVP Comments: N/A
Attending: Yes
Taylor Morrison
Boston Financial Management, LLC
RSVP Comments: N/A
Attending: Yes
Stacy Mullaney
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Susan Ogrodnik-Smith
HUB International New England, LLC
RSVP Comments: N/A
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
Michael Orentlich
OFS, LLC
RSVP Comments: N/A
Attending: Yes
Jay Pabian
Pabian & Russell, LLC
RSVP Comments: N/A
Attending: Yes
Daniel Paris
US Trust Bank of America Private Wealth
RSVP Comments: N/A
Attending: Yes
Alfonso Perillo
GMA Foundations
RSVP Comments: N/A
Attending: Yes
Mary Phillips
GMA Foundations
RSVP Comments: N/A
Attending: Yes
Susan Robb
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
Ed Rodbro
American Heart Association
RSVP Comments: N/A
Attending: Yes
Kate Saltonstall
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Steve Sarcione
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
James Shannahan
Attorney
RSVP Comments: N/A
Attending: Yes
Angela Simmons
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
William Spencer
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Nikkisha Spencer
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Michael Steinberg
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Maggie Sullivan
Ballentine Partners LLC
RSVP Comments: N/A
Attending: Yes
Valerie Sussman
Lourie & Cutler PC
RSVP Comments: N/A
Attending: Yes
Stefan Thielen
Schechter Wealth
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Scott Treacy
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Alice K. Walsh
Middleton & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Shawn Whitney
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes