Registration List: 2024 Heckerling Recap: Panel Discussion
Sarah M. Allen  Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Robert Arone Orsi, Arone, Rothenberg, Turner RSVP Comments: N/A Attending: Yes Susan Atlas Susan Atlas Law RSVP Comments: N/A Attending: Yes Lauren Atsalis N/a RSVP Comments: N/A Attending: Yes Nicole Bailey Fortis Management Group LLC RSVP Comments: N/A Attending: Yes Laura K. Barooshian PKF O'Connor Davies 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 Susan Black Boston Financial Management RSVP Comments: N/A Attending: Yes Richard Breed Tarlow, Breed, Hart & Rodgers PC RSVP Comments: N/A Attending: Yes David Bryant Walter & Shuffain, PC RSVP Comments: N/A Attending: Yes seth buckley Buckley Financial RSVP Comments: N/A Attending: Yes Katie Bullen Jordan Park Trust Company RSVP Comments: N/A Attending: Yes Alice Burley SCS Financial RSVP Comments: N/A Attending: Yes Victoria Calcagno Burns & Levinson, LLP RSVP Comments: N/A Attending: Yes Colleen Carcone TIAA RSVP Comments: N/A Attending: Yes Steven Carr Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Zach Chupak Bowditch RSVP Comments: N/A Attending: Yes Sharon E. Cohen Northern Trust Company RSVP Comments: N/A Attending: Yes Allison Collins Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Lauren Cosulich Summit Trail Advisors RSVP Comments: N/A Attending: Yes Sheryl CummingsChubb RSVP Comments: N/A Attending: Yes Herb Daroff BAYSTATE FINANCIAL PLANNING RSVP Comments: N/A Attending: Yes Lauren Desforge Cerity Partners RSVP Comments: N/A Attending: Yes Gillian DeSilva Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Nina Dow Bowditch RSVP Comments: N/A Attending: Yes Mary Ann Duffey Loring, Wolcott & Coolidge RSVP Comments: N/A Attending: Yes Jamie Ebersole Ebersole Financial LLC RSVP Comments: N/A Attending: Yes Daniel Flanagan Canby Financial Advisors RSVP Comments: N/A Attending: Yes Christine Fletcher Day Pitney LLP RSVP Comments: N/A Attending: Yes Kristina Foreman Boston Financial Management LLC RSVP Comments: N/A Attending: Yes Christopher Fox Day Pitney LLP RSVP Comments: N/A Attending: Yes Barbara Freedman Wand Day Pitney LLP RSVP Comments: N/A Attending: Yes Dara Lynn Freytag Tarlow Breed Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Larry Gingrow Corient RSVP Comments: N/A Attending: Yes Laura Godine Corient RSVP Comments: N/A Attending: Yes Toni Grimm TFC Financial Management, Inc RSVP Comments: N/A Attending: Yes Sarah Guilmette PKFOD RSVP Comments: N/A Attending: Yes Rick Gulman PKF O’Connor Davies RSVP Comments: N/A Attending: Yes Pamela Halter Howland Capital RSVP Comments: N/A Attending: Yes Darcy Hamilton Bowditch RSVP Comments: N/A Attending: Yes Michelle Harden Tonneson & Co RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Melissa Jacoby GW&K RSVP Comments: N/A Attending: Yes Eric Karlberg BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Matthew Lichtman Lichtman & Associates, LLC RSVP Comments: N/A Attending: Yes Madalina Loghin LGA LLP RSVP Comments: N/A Attending: Yes Katie Lombardi SVB Private RSVP Comments: N/A Attending: Yes Martin Lowenthal The Bulfinch Group RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Robert Matson Robert A. Matson, CLU, ChFC, AEP RSVP Comments: N/A Attending: Yes Lisa May PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Timothy McBrideBessemer Trust RSVP Comments: N/A Attending: Yes Jean McDevitt Bullens Baker Newman Noyes, LLC RSVP Comments: N/A Attending: Yes Ashley McKay JOHNSON O'CONNOR FERON & CARUCCI LLP RSVP Comments: N/A Attending: Yes Lisa Melpignano Boston Trust Walden RSVP Comments: N/A Attending: Yes Kevin Mooney The PenFacs Group RSVP Comments: N/A Attending: Yes Jennifer Moran Grimes & Company, Inc. RSVP Comments: N/A Attending: Yes Paul Mutch Windrose Advisors RSVP Comments: N/A Attending: Yes Sonya NERSESSIAN Nersessian Law Office RSVP Comments: This looks to be a terrific, timely webinar! With fabulous presenters! Attending: Yes Laura O'Brien LGA CPA RSVP Comments: N/A Attending: Yes Sarah J. O'Leary Clarkin & Phillips, PC RSVP Comments: N/A Attending: Yes Lucas Parker Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Christopher Perry Northern Trust RSVP Comments: N/A Attending: Yes Amy Phelan Tonneson & Co RSVP Comments: N/A Attending: Yes Alexander Powell Northern Trust RSVP Comments: N/A Attending: Yes Kendall Reed Winston Art Group RSVP Comments: N/A Attending: Yes Laura Riccio Fedele & Murray, P.C. RSVP Comments: N/A Attending: Yes Allison Robinson Brown Brothers Harriman RSVP Comments: N/A Attending: Yes phillip rothman New Jersey Life and Casualty Associates, LLC. RSVP Comments: N/A Attending: Yes Ralph Rotman Northwestern Mutual RSVP Comments: N/A Attending: Yes kathy russo CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Andrew Safir Safir Wealth Advisors, LLC RSVP Comments: N/A Attending: Yes Sandra Saner Bank of America Private Bank RSVP Comments: N/A Attending: Yes Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Katherine M. Sheehan Crestwood Advisors RSVP Comments: N/A Attending: Yes Nikki Marie Sherwood Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Kathleen Smith The Washington Trust Company 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 Joni Stone FL Putnam Investment Managment Company RSVP Comments: N/A Attending: Yes Zachary Taylor Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Abby Thackston PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Kyle Tracey SCS Financial RSVP Comments: N/A Attending: Yes Scott Treacy PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Emily Yiannis CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Denise Yurkofsky Bowditch RSVP Comments: N/A Attending: Yes Sahri Zeger CohnReznick LLP RSVP Comments: N/A Attending: Yes
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