Registration List: BEPC Webinar: Planning around the new Massachusetts ‘Millionaires Tax’

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

Robert Arone

Orsi, Arone, Rothenberg, Turner

RSVP Comments: N/A

Attending: Yes

Barbara Attardo

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Jane Barney

TFC Financial

RSVP Comments: N/A

Attending: Yes

Laura K. Barooshian

DiCicco, Gulman & Company LLP

RSVP Comments: N/A

Attending: Yes

Rachael Bator

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Joseph Beauchaine

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Jennifer Billings

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Zachary Bourque

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Richard Breed

Tarlow Breed Hart & Rodgers PC

RSVP Comments: N/A

Attending: Yes

Richard Breed

Tarlow, Breed, Hart & Rodgers PC

RSVP Comments: N/A

Attending: Yes

Kenneth Brier

Brier Marandett & Rossetti LLP

RSVP Comments: N/A

Attending: Yes

Toni Brogna

Goulston & Storrs

RSVP Comments: N/A

Attending: Yes

Joshua Caswell

Choate, Hall & Stewart LLP

RSVP Comments: N/A

Attending: Yes

Regina Cheung

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Jennifer Civitella Hilario

JC Hilario, PC

RSVP Comments: N/A

Attending: Yes

Kimberly Clouse

AdvicePeriod

RSVP Comments: N/A

Attending: Yes

John Collins

Aspiriant

RSVP Comments: N/A

Attending: Yes

Carolyn Decker

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Chris Duffy

Capital Analysts of New England

RSVP Comments: N/A

Attending: Yes

Annette Eaton

Northern Trust

RSVP Comments: N/A

Attending: Yes

Kathryn Espana

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Jennifer Flanagan

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Janice Forgays

PRW Wealth Management, LLC

RSVP Comments: N/A

Attending: Yes

Nicholas Forgione

Burns & Levinson LLP

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

Andrew Frieze

Frieze Cramer Rosen & Huber LLP

RSVP Comments: N/A

Attending: Yes

Lynda Furash

Furash Law, LLC

RSVP Comments: N/A

Attending: Yes

Laura Godine

CI Eaton Private Wealth

RSVP Comments: N/A

Attending: Yes

Jason Goloboy

CohnReznick

RSVP Comments: N/A

Attending: Yes

Jason Goloboy

RSVP Comments: N/A

Attending: Yes

Timothy Gray

Boston Financial Management

RSVP Comments: N/A

Attending: Yes

Alex Gross

Cerity Partners LLC

RSVP Comments: N/A

Attending: Yes

Sarah Guilmette

PKFOD

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Pamela Halter

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

John Healy

RSVP Comments: N/A

Attending: Yes

Abbey Henderson

Abaris Financial Group

RSVP Comments: N/A

Attending: Yes

Carin Hofer

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Joshua Hohlfelder

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Rachel Holbrook

CI Eaton Private Wealth

RSVP Comments: N/A

Attending: Yes

Rawson Hubbell

Merrill Lynch

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Melissa Jacoby

GW&K

RSVP Comments: N/A

Attending: Yes

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Ruth Kennedy Sudduth

LandVest, Inc.

RSVP Comments: N/A

Attending: Yes

Tim King

Merrill Lynch Private Banking & Investment Group

RSVP Comments: N/A

Attending: Yes

Alisa G. Kreger

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Katie Lombardi

SVB Private

RSVP Comments: N/A

Attending: Yes

Ryan Luks

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Jay A Lupica

The Colony Group

RSVP Comments: N/A

Attending: Yes

Allison Maier

Siharum Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Gary McGovern

Janney Montgomery Scott LLC

RSVP Comments: N/A

Attending: Yes

Ashley McKay

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Caroline McKay

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Kelly McKernan

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Bianca McLaughlin

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Joshua Miller

Acadia Management Co.

RSVP Comments: N/A

Attending: Yes

Micaela Mirabassi

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Thomas Mitchell

1 Beacon St

RSVP Comments: N/A

Attending: Yes

Kevin Mooney

The PenFacs Group

RSVP Comments: N/A

Attending: Yes

Bill Moran

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Eric Morrison

MassMutual Trust Company

RSVP Comments: N/A

Attending: Yes

Gregory Murphy

Rice, Heard & Bigelow, Inc

RSVP Comments: N/A

Attending: Yes

Susan Murphy

WithumSmith+Brown, PC

RSVP Comments: N/A

Attending: Yes

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Alyson Nickse

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Susan Ogrodnik-Smith

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

Rick Olney

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Lindsy Owens

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Rachelle Packard

Enterprise Wealth Management

RSVP Comments: N/A

Attending: Yes

LUCAS PARKER

Wolf & Company P.C.

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

Rebecca Pouliot

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Alexander Powell

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar

Anchor Capital

RSVP Comments: N/A

Attending: Yes

Joanne Rateau

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Beth Raymond

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Jennifer Reardon

RBC Wealth Management

RSVP Comments: N/A

Attending: Yes

Allison Robinson

Brown Brothers Harriman

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

Mark Ryan

Ryan Financial Services, 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 Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Iris Taymore Schnitzer

Law Office of Iris Taymore Schnitzer

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Sandy Cove Adisors

RSVP Comments: N/A

Attending: Yes

Marjory Selig

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

SVB Private

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Nicole Simon

Eckert Byrne LLC

RSVP Comments: N/A

Attending: Yes

Kathleen Smith

The Washington Trust Company

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

William Speciale

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Leanne Stafford

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

RSVP Comments: N/A

Attending: Yes

Leann Sullivan

TFC Financial Management

RSVP Comments: N/A

Attending: Yes

katherine templin

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Maureen Villadelgado

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Jonathan Vostok

Ernst & Young LLP

RSVP Comments: N/A

Attending: Yes

Craig Warrington

Alteryx

RSVP Comments: N/A

Attending: Yes

Natalie Yarborough

Wolf & Company, P.C.

RSVP Comments: N/A

Attending: Yes

Emily Yiannis

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes