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Webinar: The Real Risk Factor in Wealth Transfer: Human Capital
Event Details

Registration List: Webinar: The Real Risk Factor in Wealth Transfer: Human Capital

Robert Arone
OAR Law
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Terence Condren
IEQ
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Emily Dunford
Ballentine Partners LLC
RSVP Comments: N/A
Attending: Yes
Alexys Febonio
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
David Ferraro
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Kevin Finin
Rockefeller Capital Management
RSVP Comments: N/A
Attending: Yes
Emily Fluke
Sandy Cove Advisors
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Laura Godine
Corient
RSVP Comments: N/A
Attending: Yes
Chris Gullotti
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Pamela Halter
SCS Financial
RSVP Comments: N/A
Attending: Yes
Anna Katharyn Hendrix
SCS Financial
RSVP Comments: N/A
Attending: Yes
Sam Holbert
SCS Financial
RSVP Comments: N/A
Attending: Yes
Genine Iffla
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
SCS Financial
RSVP Comments: N/A
Attending: Yes
David Jaeger
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jenni Leisman Dessert
Leisman Insurance Agency, Inc
RSVP Comments: N/A
Attending: Yes
Ryan Luks
BNY Wealth
RSVP Comments: N/A
Attending: Yes
Kieran Lynch
SCS Financial
RSVP Comments: N/A
Attending: Yes
Daniella MacRitchie
Howland Capital Management
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Lauren Manning
SCS Financial
RSVP Comments: N/A
Attending: Yes
Caroline Murphy
Community Foundation for MetroWest
RSVP Comments: N/A
Attending: Yes
Alexandria Nadworny
Sequoia Financial Group
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
CAPTRUST
RSVP Comments: N/A
Attending: Yes
Adrienne Penta
SCS Financial
RSVP Comments: N/A
Attending: Yes
Brian Pineau
Tyler Street Capital
RSVP Comments: N/A
Attending: Yes
Kathleen Sablone
CAPTRUST
RSVP Comments: N/A
Attending: Yes
Robert Sanders
Woodstock Corporation
RSVP Comments: N/A
Attending: Yes
Courtney Scott
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

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Boxborough, MA 01719

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