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Seminar: Through the Looking-Glass, and What We Might Find There.
Event Details

Registration List: Seminar: Through the Looking-Glass, and What We Might Find There.

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Barbara Attardo
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Julie Barron
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Joseph Bierwirth
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Margaret Brennan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Daniel Buckley
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
David Capelle
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Colleen Carcone
TIAA
RSVP Comments: N/A
Attending: Yes
Steven Carr
Pabian & Russell LLC
RSVP Comments: N/A
Attending: Yes
William Collins
MAI Capital Management, LLC
RSVP Comments: N/A
Attending: Yes
Erin Cooper
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Lauren Cosulich
Summit Trail Advisors
RSVP Comments: N/A
Attending: Yes
Darlene Dahl
Ms.
RSVP Comments: N/A
Attending: Yes
Dana Darlington
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Lauren Desforges
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Michael Duff
American Cancer Society
RSVP Comments: N/A
Attending: Yes
Kimberly Dwyer
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Brian Eddy
Eddy Company
RSVP Comments: N/A
Attending: Yes
Dale Edmunds
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Veronica Ferro
People's United Advisors
RSVP Comments: N/A
Attending: Yes
Daniel Flanagan
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Kristina Foreman
Boston Financial Management LLC
RSVP Comments: N/A
Attending: Yes
Jessie Foster
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Andrew Frieze
Frieze Cramer Rosen & Huber
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Kelly Guarino
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Rawson Hubbell
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Nicole Jackson
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Amy Kanyuk
McDonald & Kanyuk, PLLC
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
William Kirchick
Nutter, McClennen & Fish, LLP
RSVP Comments: N/A
Attending: Yes
Alisa G. Kreger
TD Wealth
RSVP Comments: N/A
Attending: Yes
Jenna Lewis
Ernst & Young US LLP
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Justin Makso
First Republic Investment Management
RSVP Comments: N/A
Attending: Yes
Maureen Mayotte
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Timothy McBride
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Joshua Miller
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Laurel Millette
Pabian & Russell, LLC
RSVP Comments: N/A
Attending: Yes
Brett Mirliani
Birch Hill Investment Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jennifer Moran
Grimes & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Cupp F. Nguyen
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Susan Ogrodnik-Smith
HUB International New England, LLC
RSVP Comments: N/A
Attending: Yes
Alexander Olson
Washington Trust
RSVP Comments: N/A
Attending: Yes
Jim O'Neil
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Alisa O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
James O'Neil
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Daniel Paris
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Stephen Pepe
Reverse Mortgage Funding, LLC
RSVP Comments: N/A
Attending: Yes
Rebecca Pouliot
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
John Przybylski
Pathstone Federal Street
RSVP Comments: N/A
Attending: Yes
Deborah Quinan
Ruberto, Israel & Weiner, P.C.
RSVP Comments: N/A
Attending: Yes
Elizabeth Raymond
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Susan Robb
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Matt Seney
Wainwright Investment Counsel, LLC
RSVP Comments: N/A
Attending: Yes
Leanne Stafford
RSVP Comments: N/A
Attending: Yes
David G. Strachan
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Christopher N. Sutherland
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Alice K. Walsh
Middleton & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Leslie Watt
TD Bank
RSVP Comments: N/A
Attending: Yes
Christine Whitman
LYNCH FINK & LABELLE LLP
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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