Atlantic Trust Private Wealth Management
Ballentine Partners, LLC
Bove & Langa
Daintree Advisors LLC
First Republic Private Wealth Management
Hemenway & Barnes LLP
James D. Julia, Inc.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C
Nutter McClennen & Fish LLP
Pathstone Federal Street
Tarlow, Breed, Hart & Rodgers, P.C.
The Boston Foundation
Wolf & Company
8/23/2017BEPC Webinar: Use of Irrevocable Trusts in Long-Term Care Planning: History and New Developments
9/13/20172017 Kick-Off Networking Reception
9/13/2017NAEPC Webinar: The Perfect Modern Trust Including Income Tax Sheltering Opportunities
9/19/2017Nonprofit Partners Showcase and Networking Event
9/26/2017September Educational Seminar with MSCPA: Staring Down Retirement
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