Registration List: WIC Educational Seminar: Navigating Difficult Conversations with Clients

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Jane Barney

TFC Financial

RSVP Comments: N/A

Attending: Yes

Laura Berard

Andersen

RSVP Comments: N/A

Attending: Yes

Mary Connolly

RSVP Comments: N/A

Attending: Yes

Alyx Cox

Kaizerman & Associates

RSVP Comments: N/A

Attending: Yes

Emily Crim

Mirick O'Connell

RSVP Comments: N/A

Attending: Yes

Dana Darlington

Brokers' Service Marketing Group

RSVP Comments: N/A

Attending: Yes

Benjamin Deane

Consultant

RSVP Comments: N/A

Attending: Yes

Paige Earls

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Kenzie Ferris

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Lauren Finn

Pathstone

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

Dara Lynn Freytag

Tarlow, Breed, Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Laura Godine

Eaton Vance Investment Counsel

RSVP Comments: N/A

Attending: Yes

Megan Hathaway

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Lilli Homer

SCS Financial

RSVP Comments: N/A

Attending: Yes

Michael Hopkins

Brokers' Service Marketing Group

RSVP Comments: N/A

Attending: Yes

George Kimball

Needham Advisory Corp

RSVP Comments: N/A

Attending: Yes

Sheila Lawrence

Ballentine Partners, LLC

RSVP Comments: Please avoid single-use plastic as much as possible. Thank you!

Attending: Yes

Marie LeBlanc

Transitions Liquidation Services

RSVP Comments: N/A

Attending: Yes

Luba Levin

Cambridge Trust

RSVP Comments: N/A

Attending: Yes

Julia Liedel

RSVP Comments: N/A

Attending: Yes

Brooke Manfredi

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Megan Mathias

Merrill Lynch

RSVP Comments: N/A

Attending: Yes

Maureen Mayotte

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Janie Monroe

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Kraig Moore

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Cupp F. Nguyen

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Alisa O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Matthew Ostrelich

RSVP Comments: N/A

Attending: Yes

Rachelle Packard

Enterprise Wealth Management

RSVP Comments: N/A

Attending: Yes

Megan Pervere

PwC

RSVP Comments: N/A

Attending: Yes

Josh Peteet

Bradley, Foster & Sargent, Inc

RSVP Comments: N/A

Attending: Yes

Anna Peterson

UBS Financial Services Inc.

RSVP Comments: N/A

Attending: Yes

Susan Robb

N/A

RSVP Comments: N/A

Attending: Yes

Bev Rodrigue

North American Management

RSVP Comments: N/A

Attending: Yes

Diane Rooney

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Kylie Ruschioni

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Elizabeth Shea

RSVP Comments: N/A

Attending: Yes

Melissa Sydney

Tarlow, Breed, Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Barbara Targum

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Kyle Tracey

SCS Financial

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Peter Whitlock

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Emily Wood

Grimes & Company, Inc.

RSVP Comments: N/A

Attending: Yes