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Event Details

Registration List: BEPC Lounge

Artika Angel
Estate & Elder Law Advisory PLLC
RSVP Comments: N/A
Attending: Yes
Harrison Armstrong
MERRILL LYNCH WEALTH MANAGEMENT
RSVP Comments: N/A
Attending: Yes
Jennifer Billings
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Maggie Bree
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
Leonard Clark
Marcum LLP
RSVP Comments: N/A
Attending: Yes
John Collins
Aspiriant
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Matthew Goldwasser
Goldwasser Insurance Advisors, LLC
RSVP Comments: N/A
Attending: Yes
David Jaeger
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Matthew MacDowell
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Chris Mellen
Valuation Research Corporation
RSVP Comments: N/A
Attending: Yes
Matthew Metsch
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Laurel Millette
Transitions Law LLC
RSVP Comments: Trusts & Estates Attorney
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
Jeff Rolke
GoldCoast Mortgage Services, Inc
RSVP Comments: N/A
Attending: Yes
Cameron Scott
BerryDunn
RSVP Comments: N/A
Attending: Yes
Barbara Targum
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Brad Taylor
Citrin Cooperman
RSVP Comments: N/A
Attending: Yes
James Winn, CFP®
UBS Financial Services Inc.
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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