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BEPC Webinar: Heckerling Institute on Estate Planning Recap
Event Details

Registration List: BEPC Webinar: Heckerling Institute on Estate Planning Recap

Samuel Afari-Aikins
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Tom Annino
DGC
RSVP Comments: N/A
Attending: Yes
Heather Bartel
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Daniel Beauchemin
U.S. Trust Bank of America
RSVP Comments: N/A
Attending: Yes
Maureen Bouchard
The 1911 Trust Company
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Caroline Brooks
John Hancock
RSVP Comments: N/A
Attending: Yes
Lauren Brown
Pathstone
RSVP Comments: N/A
Attending: Yes
Amy Brown
CohnReznick LLP
RSVP Comments: N/A
Attending: Yes
Ryan Brunell
Wolf & Company, P.C.
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Allison Catanese
Riemer & Braunstein LLP
RSVP Comments: N/A
Attending: Yes
William Collins
MAI Capital Management, LLC
RSVP Comments: N/A
Attending: Yes
Dana Darlington
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Michael Daszkiewicz
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Lauren Desforge
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Joseph Donovan
Bay Financial Associates LLC
RSVP Comments: N/A
Attending: Yes
JOSEPH DONOVAN
BAY FINANCIAL
RSVP Comments: N/A
Attending: Yes
Jessie Foster
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Lynda Furash
Furash Law, LLC
RSVP Comments: N/A
Attending: Yes
Sarah Grandfield
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Sarah Guilmette
DGC
RSVP Comments: N/A
Attending: Yes
Travis Hall
Leader Bank
RSVP Comments: N/A
Attending: Yes
Megan Hathaway
The Boston Foundation
RSVP Comments: N/A
Attending: Yes
Paul Higgins
Heritage Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
RSVP Comments: N/A
Attending: Yes
Rachel Holbrook
UBS Financial Services Inc.
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Tatyana Karayeva
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Kathleen Kazmarek
FTS US INc
RSVP Comments: N/A
Attending: Yes
Kathleen Kenealy
Boston Private Wealth
RSVP Comments: N/A
Attending: Yes
Jennifer Leisman Dessert
Leisman Insurance Agency, Inc
RSVP Comments: N/A
Attending: Yes
Martin Lowenthal
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Kevin Mooney
The PenFacs Group
RSVP Comments: N/A
Attending: Yes
Jennifer Moran
Grimes & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Robert Newcomb
Ernst & Young LLP
RSVP Comments: N/A
Attending: Yes
Alisa O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Christopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Megan Pervere
PwC
RSVP Comments: N/A
Attending: Yes
Allison Popeo
Fidelity Investments
RSVP Comments: N/A
Attending: Yes
Beverly Rodrigue
North American Management
RSVP Comments: N/A
Attending: Yes
Adrienne Rogers Levi
Rosenberg, Freedman & Lee, LLP
RSVP Comments: N/A
Attending: Yes
Kylie Ruschioni
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Andrew Safir
Safir Wealth Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Sandra Saner
U. S. Trust
RSVP Comments: N/A
Attending: Yes
Matthew Santangelo
Northern Trust
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Iris Taymore Schnitzer
Law Office of Iris Taymore Schnitzer
RSVP Comments: N/A
Attending: Yes
James Shannahan
Attorney
RSVP Comments: N/A
Attending: Yes
William Speciale
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Anne Sternlicht
Northern Trust
RSVP Comments: N/A
Attending: Yes
Jon Stuart
Financial Services
RSVP Comments: N/A
Attending: Yes
Leann Sullivan, CFP
TFC Financial Management, Inc
RSVP Comments: N/A
Attending: Yes
Jennifer Taddeo
Conn Kavanaugh Rosenthal Peisch & Ford, LLP
RSVP Comments: N/A
Attending: Yes
Jeffrey Tomaneng
Lincoln Investment Planning
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Scott Treacy
DGC
RSVP Comments: N/A
Attending: Yes
Elana Vasi
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Denise Yurkofsky
Law Office of Denise N. Yurkofsky
RSVP Comments: N/A
Attending: Yes