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BEPC Webinar: NEW LAW: The Secure Act – What is it and What is its Impact
Event Details

Registration List: BEPC Webinar: NEW LAW: The Secure Act – What is it and What is its Impact

Kelly Aylward
Lourie & Cutler
RSVP Comments: N/A
Attending: Yes
Jennifer Billings
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Jared Bishop
Bowditch & Dewey, LLP
RSVP Comments: N/A
Attending: Yes
Toni Brogna
Fletcher Tilton PC
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Melissa Chang
Seegel Lipshutz & Lo, LLP
RSVP Comments: N/A
Attending: Yes
Jennifer Civitella Hilario
JC Hilario, PC
RSVP Comments: N/A
Attending: Yes
Sharon E. Cohen
Northern Trust
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Lou Conrad
COMPASS Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
David Correira
Correira & Correira LLP
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
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Joseph Donovan
Bay Financial Associates LLC
RSVP Comments: N/A
Attending: Yes
Morgan Dorsey
North American Management
RSVP Comments: N/A
Attending: Yes
Michael Dorsey
Steward Partners Global Advisory
RSVP Comments: N/A
Attending: Yes
Paige Earls
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Annette Eaton
Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Barbara Flaherty
North American Management
RSVP Comments: N/A
Attending: Yes
Christopher Fox
Murtha Cullina LLP
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Laury Francois
Wolf & Company P.C.
RSVP Comments: N/A
Attending: Yes
Dara Lynn Freytag
Tarlow, Breed, Hart & Rodgers, P.C.
RSVP Comments: N/A
Attending: Yes
Diane H Gold
The Law Office of Diane H Gold
RSVP Comments: N/A
Attending: Yes
Diane Gold
The Law Office of Diane H. Gold
RSVP Comments: N/A
Attending: Yes
Dyan Goodwin
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Sarah Grandfield
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Kelly Guarino
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Elizabeth Hamilton
Moody, Lynn & Lieberson, LLC
RSVP Comments: N/A
Attending: Yes
Jason Heman
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Paul Higgins
Heritage Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Carin Hofer
Cabot-Wellington, LLC
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
Kathleen Kazmarek
FTS US LLC
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Tyson Lashley
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
John Layton
LMCG Investments
RSVP Comments: N/A
Attending: Yes
John LeVangie
GW & Wade, LLC
RSVP Comments: N/A
Attending: Yes
Ryan Luks
BNY Mellon
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
Liz McElligott
North American Management
RSVP Comments: N/A
Attending: Yes
Andi McNamara
Wingate Wealth Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Allison Montgomery
Derby & Company
RSVP Comments: N/A
Attending: Yes
Kraig Moore
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Jennifer Moran
Grimes & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Paul Mutch
First Republic Investment Management
RSVP Comments: N/A
Attending: Yes
Rebecca Mutch
Eaton Vance Investment Counsel
RSVP Comments: N/A
Attending: Yes
Hillary Nelson
Lake Street Advisors
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
Rachelle Packard
Enterprise Wealth Management
RSVP Comments: N/A
Attending: Yes
Amy Phelan
Tonneson & Co
RSVP Comments: N/A
Attending: Yes
Rebecca Pouliot
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Susan Robb
N/A
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Steve Sarcione
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Ronald M. Schneider
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Eileen Schwartz
Nichols & Pratt, LLP
RSVP Comments: N/A
Attending: Yes
Matt Seney
Wainwright Investment Counsel
RSVP Comments: N/A
Attending: Yes
Katherine Sheehan
Boston Private
RSVP Comments: N/A
Attending: Yes
Valerie Sussman
Goodwin Procter LLP
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Elana Vasi
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Katherine Von Kohorn
Casner & Edwards, LLP
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
emily yiannis
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
emily yiannis
CIBC Private Wealth Management
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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