Registration List: Educational Seminar: Planning for and with Heirloom Properties & Vacation Homes

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Harrison Armstrong

MERRILL LYNCH WEALTH MANAGEMENT

RSVP Comments: N/A

Attending: Yes

Robert Arone

Orsi Arone

RSVP Comments: N/A

Attending: Yes

Jane Barney

TFC Financial

RSVP Comments: N/A

Attending: Yes

Brett Barthelmeh

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Jared Bishop

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Margaret Bree

UBS Financial Services

RSVP Comments: N/A

Attending: Yes

William Collins

MAI Capital Management, LLC

RSVP Comments: N/A

Attending: Yes

Liza Connelly

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Lauren Desforge

Cerity Partners

RSVP Comments: N/A

Attending: Yes

John Donahue

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Christopher Duffy

Capital Analysts New England

RSVP Comments: N/A

Attending: Yes

Alexandria Dunn

Affinia Financial Group

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Mark Gillette

Fred C. Church, Private Client Group

RSVP Comments: N/A

Attending: Yes

Larry Gingrow

Eaton Vance WaterOak Advisors

RSVP Comments: N/A

Attending: Yes

Laura Godine

Eaton Vance WaterOak Advisors

RSVP Comments: N/A

Attending: Yes

Christie Hedges

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Matthew Hillery

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Andrew Hochberg

Tamkin & Hochberg, LLP

RSVP Comments: N/A

Attending: Yes

Deborah Howe

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Ruth Kennedy Sudduth

LandVest, Inc.

RSVP Comments: N/A

Attending: Yes

George Kimball

Needham Advisory Corp

RSVP Comments: N/A

Attending: Yes

Jody King

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Ken MacDonough

MacDonough & Associates

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

DGC - A Division of PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Matt Metsch

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Mark Minassian

BerryDunn

RSVP Comments: N/A

Attending: Yes

Kraig Moore

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Muriel Nichols

Muriel I Nichols

RSVP Comments: N/A

Attending: Yes

Stephen Pepe

Reverse Mortgage Funding, LLC

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Asa Phillips

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Deirdre Prescott

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Peter Raskin

Raskin Planning Group

RSVP Comments: N/A

Attending: Yes

Joanne Rateau

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Elliot Rotstein

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Kathleen Sablone

Boston Financial Management

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC

RSVP Comments: N/A

Attending: Yes

Meaghan Schweitzer

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

SVB Private Bank

RSVP Comments: N/A

Attending: Yes

William Speciale

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Anne Sternlicht

Northern Trust

RSVP Comments: N/A

Attending: Yes

Betsy Townsend

Mass Audubon

RSVP Comments: N/A

Attending: Yes

Elana Vasi-Smith

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Maureen Villadelgado

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Katherine Von Kohorn

Casner & Edwards, LLP

RSVP Comments: N/A

Attending: Yes

Alice K. Walsh

Middleton & Company, Inc.

RSVP Comments: N/A

Attending: Yes

Amanda Wright

Law Mom, LLC

RSVP Comments: N/A

Attending: Yes

Emily Yiannis

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Theodore Yoos

Cornerstone Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Denise Yurkofsky

Law Office of Denise N. Yurkofsky

RSVP Comments: N/A

Attending: Yes

Rachel Ziegler

Ziegler Legal Services

RSVP Comments: N/A

Attending: Yes