Updates and Announcements

 BEPC Announces 2020 Board Election Results BEPC is pleased to announce the results of the 2020 election. Thank you to everyone who voted. Meet the incoming At-Large Directors and Honorary Director.

BEPC Launches the Feed and Forums You can expect a brand new way to easily connect with fellow members, share information across BEPC's network, and manage your membership preferences. Finding member information, engaging with your colleagues through the Forums, and receiving updates will be easier than ever thanks to this exciting new enhancement. Learn More.


Message from BEPC President Regarding COVID-19, Updated April 23, 2020  BEPC continues to monitor the rapidly changing situation related to the spread of COVID-19.  Based on Governor Baker's declared state of emergency and associated orders, BEPC is either transitioning scheduled events to webinars, postponing events, or cancelling events. We will notify registrants and the membership regarding impacted events.

After much discussion, BEPC has made the difficult but necessary decision to cancel the 2020 Annual Gala slated for May 20, 2020 in order to support the critical COVID-19 mitigation efforts.  Full Statement.

BEPC Honors Scott E. Squillace, Esq. with its 2020 Excellence Award BEPC selected Scott E. Squillace, Esq., AEP® to receive its highest honor, the BEPC Excellence Award. The award recognizes professional excellence in the area of estate planning and significant contributions to the community. Learn More.


Share Your Idea for a BEPC Event Did you recently attend a conference with an amazing speaker? Have you found a new restaurant or venue in Boston that would be perfect for hosting a BEPC event? Do you want to learn about an emerging topic? 

BEPC wants to hear from you about dynamic speakers, new venues, and hot topics in estate planning and wealth management. Complete the form  to share your ideas with us! All submissions are entered into a database for our committees' use in planning events.

BEPC Nonprofit Partners


2018 & 2019

New Members


John Corron, Abaris Financial Group


Brian Ferraro, Rockefeller Capital Management


Todd Mayo, UBS Financial Services Inc.


Susan Turnbull, Personal Legacy Advisors, LLC




2019-2020 Annual Corporate Sponsors

2020 Annual Gala Sponsors