Join us for the inaugural session of The Council Table—a new, exclusive event series designed to foster deeper connections and collaboration among Boston Estate Planning Council members. Hosted by the Member Involvement Committee, The Council Table offers a relaxed, conversation-driven setting that encourages genuine connections and collaborative dialogue. This event will rotate to different areas around greater Boston and will have different focuses and/or attendee allocations each time.

The first of four quarterly gatherings will take place on Tuesday, November 5th, from 5:30 PM to 7:00 PM at Bostonia Public House and will bring together a select group of six professionals: two accountants/CPAs, two wealth management advisors, and two estate planning attorneys. The goal will be to engage in meaningful discussion surrounding The Use of AI in the Estate Planning Community. Space is extremely limited, and registration will be accepted on a first-come, first-served basis for each professional category. 

Pricing

BEPC is pleased to support this member-driven initiative by covering up to $500 of the dinner cost. Attendees will be responsible for paying the remaining balance individually, which will vary depending on menu selections and venue pricing. There is no registration fee for this event; however, food and beverage are not complimentary and costs in excess of the BEPC contribution will be paid individually by attendees. 

Registration

There is no registration fee for this event. Due to the small group size, cancellations within one week of the event cannot be accommodated. By registering, you are committing to attend and participate in this exclusive experience.

Registration is limited to six attendees made up of the following:

• Two accountants/CPAs
• Two wealth management advisors
• Two estate planning attorneys

View the full list and descriptions for BEPC Educational Tracks.

View BEPC's In-Person Events: COVID-19 Prevention & Best Practices.

View BEPC's Event Cancellation & Substitution Policy. 

View BEPC's Code of Conduct Policy. 

View BEPC's Photo/Video Release Policy.