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Educational Seminar: Happily Ever After: Estate & Wealth Planning Before, During, and After Divorce
Event Details

Registration List: Educational Seminar: Happily Ever After: Estate & Wealth Planning Before, During, and After Divorce

Julia Abbott
Orsi Arone
RSVP Comments: N/A
Attending: Yes
David Appel
Appel Insurance Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Harrison Armstrong
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Robert Arone
Orsi Arone
RSVP Comments: N/A
Attending: Yes
Julie Barron
CIBC Bank USA
RSVP Comments: N/A
Attending: Yes
Margaret Brennan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Kathleen Callahan
Rockland Trust Company
RSVP Comments: N/A
Attending: Yes
Kimberly Clouse
AdvicePeriod
RSVP Comments: N/A
Attending: Yes
William Collins
MAI Capital Management, LLC
RSVP Comments: N/A
Attending: Yes
John Collins
Aspiriant
RSVP Comments: N/A
Attending: Yes
Lauren Cosulich
Summit Trail Advisors
RSVP Comments: N/A
Attending: Yes
Kyle Cox
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Joseph Darby
Joseph Darby Law PC
RSVP Comments: N/A
Attending: Yes
Eric Denny
RSM US LLP
RSVP Comments: I am a member of BEPC but it won't let me log in so i am registering this way. Thanks, Eric Denny
Attending: Yes
Lauren Desforge
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Joseph Donovan
Bay Financial Associates LLC
RSVP Comments: N/A
Attending: Yes
Susan Farris
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Brandon Fink
Claro 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
Emily Gansler
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Marc Gillette
Fred C. Church Insurance
RSVP Comments: N/A
Attending: Yes
Laura Godine
Eaton Vance WaterOak Advisors
RSVP Comments: N/A
Attending: Yes
Christopher Gullotti
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Elizabeth Hamilton
Moody, Lynn & Lieberson, LLC
RSVP Comments: N/A
Attending: Yes
Matthew Hillery
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Carin Hofer
Cabot-Wellington, LLC
RSVP Comments: N/A
Attending: Yes
Deborah Howe
Bass, Doherty & Finks PC
RSVP Comments: N/A
Attending: Yes
Lisa Hudson
The Washington Trust Company
RSVP Comments: N/A
Attending: Yes
George Kimball
Needham Advisory Corp
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Kenneth Knox
Tenzing Insurance Strategies
RSVP Comments: N/A
Attending: Yes
Eileen Lee Breger
Bowditch
RSVP Comments: N/A
Attending: Yes
Jay A Lupica
The Colony Group
RSVP Comments: N/A
Attending: Yes
Rebecca MacGregor
Bowditch & Dewey, LLP
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
HEATHER MAHONEY
PwC
RSVP Comments: N/A
Attending: Yes
Todd Mayo
UBS
RSVP Comments: N/A
Attending: Yes
Edward McGadden
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Brett Mirliani
Birch Hill Investment Advisors, LLC
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
Susan Murphy
WithumSmith+Brown, PC
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Michael Panebianco
Sheehan, Phinney, Bass & Green PA
RSVP Comments: N/A
Attending: Yes
Megan Pervere
PwC
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Kaled Rocha
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Diane Rooney
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Ralph Rotman
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Sarrah Samraoui
Eastern Bank Wealth Management
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
Noah Schlesinger
Alliance Bernstein
RSVP Comments: N/A
Attending: Yes
Patricia Schneider
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Matt Seney
Wainwright Investment Counsel, LLC
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
Boston Private, and SVB Company
RSVP Comments: N/A
Attending: Yes
Alisa Skatrud
Plum Street Advisors
RSVP Comments: N/A
Attending: Yes
Christian Stone
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
David Typermass
Morgan Stanley Wealth Management
RSVP Comments: N/A
Attending: Yes
Maureen Villadelgado
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
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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