Registration List: May Educational Seminar: A Collaborative Process: Estate and Business Liquidity Planning

Barbara Attardo

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Laura K. Barooshian

DiCicco, Gulman & Company LLP

RSVP Comments: N/A

Attending: Yes

Laura Berard

Andersen Tax LLC

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Pinnacle Financial Group

RSVP Comments: N/A

Attending: Yes

Patrick Carlucci

U.S. Trust

RSVP Comments: N/A

Attending: Yes

Kathaleen Coelho

RINET Company, LLC

RSVP Comments: N/A

Attending: Yes

Lauren Cosulich

Summit Trail Advisors

RSVP Comments: N/A

Attending: Yes

Lilli Cullen

SCS Financial

RSVP Comments: N/A

Attending: Yes

Darlene Dahl

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Marie DelRossi

Boston Private

RSVP Comments: N/A

Attending: Yes

Lauren Desforge

Daintree Advisors

RSVP Comments: N/A

Attending: Yes

Robert Donnelly

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Joseph Donovan

Bay Financial Associates LLC

RSVP Comments: N/A

Attending: Yes

Dale Edmunds

US Trust, Bank of America

RSVP Comments: N/A

Attending: Yes

Susan Farris

Atlantic Trust Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Janice Forgays

PRW Wealth Management, LLC

RSVP Comments: N/A

Attending: Yes

Mark C. Garrison

Northwestern Mutual Wealth Management Company

RSVP Comments: N/A

Attending: Yes

Dyan Goodwin

US Trust, Bank of America Private Wealth Mngmt

RSVP Comments: N/A

Attending: Yes

Alexander Gross

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

john hage

Stifel

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Highland Capital Brokerage

RSVP Comments: N/A

Attending: Yes

William Horn

US Trust, Bank of America Private Wealth Mngmt

RSVP Comments: N/A

Attending: Yes

Rachael Hylan

Caras & Shulman, PC

RSVP Comments: N/A

Attending: Yes

Chip Kelleher

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Gretchen Keneshea

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Jenna Lewis

Ernst & Young US LLP

RSVP Comments: N/A

Attending: Yes

Carolyn Macedo

Boston Private

RSVP Comments: N/A

Attending: Yes

Justin Makso

First Republic Investment Management

RSVP Comments: N/A

Attending: Yes

Ruth Mattson

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

James McDonald

UBS Wealth Management

RSVP Comments: N/A

Attending: Yes

Joshua Miller

Atlantic Trust Private Wealth Management

RSVP Comments: N/A

Attending: Yes

thomas mitchell

Northwestern Mutual

RSVP Comments: 6175104344

Attending: Yes

Susan Murphy

WithumSmith+Brown, PC

RSVP Comments: N/A

Attending: Yes

Paul Mutch

First Republic Investment Management

RSVP Comments: N/A

Attending: Yes

John Napolitano

U. S. Wealth Management

RSVP Comments: N/A

Attending: Yes

Robert Newcomb

Ernst & Young LLP

RSVP Comments: N/A

Attending: Yes

Alyson Nickse

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Adam Ochlis

Ballentine Partners LLC

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

David O'Neil

Story Trust Publishing, LLC

RSVP Comments: N/A

Attending: Yes

Rachelle Packard

Enterprise Wealth Management

RSVP Comments: N/A

Attending: Yes

Jeff Potter

Ballentine Partners LLC

RSVP Comments: N/A

Attending: Yes

Thomas Reilly

Birch Hill Investment Advisors LLC

RSVP Comments: N/A

Attending: Yes

Christine Rein

Fidelity Family Office Services

RSVP Comments: N/A

Attending: Yes

Debbie Robinson

M. Robinson Tax Law

RSVP Comments: N/A

Attending: Yes

Morris Robinson

M. Robinson & Company, P.C.

RSVP Comments: N/A

Attending: Yes

Diane Rooney

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Atlantic Benefit Group

RSVP Comments: N/A

Attending: Yes

Kate Saltonstall

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Steve Sarcione

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Judith Saxe

Atlantic Trust Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Joseph Scanga

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Jocelyn Schwartz

SCS Financial LLC

RSVP Comments: N/A

Attending: Yes

Stefan Thielen

Schechter Wealth

RSVP Comments: N/A

Attending: Yes

Jeffrey Tomaneng

Lincoln Investment

RSVP Comments: N/A

Attending: Yes

Kyle Tracey

SCS Financial

RSVP Comments: N/A

Attending: Yes

R. Angus West

Perspecta Trust LLC

RSVP Comments: N/A

Attending: Yes