Join us for the second session of The Council Table—an, exclusive event series designed to foster deeper connections and collaboration among Boston Estate Planning Council members. Organized by the Member Involvement Committee, this relaxed, conversation-focused gathering promotes authentic dialogue and connection. Each session will rotate through various Greater Boston locations and feature unique themes or attendee groupings.

The second of four quarterly gatherings will take place on Thursday, January 29th, from 5:30 PM to 7:00 PM at The Cottage Wellesley 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 Economic Outlook: Portfolio Positioning and Estate Planning Considerations. 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 $100 per person 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 any of the following:

• Tax professionals
• Financial planners/advisors
• Estate planning attorneys
• Other professionals

View the full list and descriptions for BEPC Educational Tracks.

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

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