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Educational Seminar: US/Canada Cross-Border Planning
Event Details

Registration List: Educational Seminar: US/Canada Cross-Border Planning

Harrison Armstrong
MERRILL LYNCH WEALTH MANAGEMENT
RSVP Comments: N/A
Attending: Yes
Kelly Aylward
Lourie & Cutler
RSVP Comments: N/A
Attending: Yes
Nicole Bailey
Fortis Management Group
RSVP Comments: N/A
Attending: Yes
Julie Barron
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Jared Bishop
Rubin and Rudman LLP
RSVP Comments: N/A
Attending: Yes
Tyler Calder
Wilmington Trust
RSVP Comments: N/A
Attending: Yes
Jennifer Civitella Hilario
JC Hilario, PC
RSVP Comments: N/A
Attending: Yes
Ada Colomb
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
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
Jennifer Flanagan
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Lawrence Gingrow
Eaton Vance WaterOak Advisors
RSVP Comments: N/A
Attending: Yes
Laura Godine
Eaton Vance WaterOak Advisors
RSVP Comments: N/A
Attending: Yes
Sarah Grandfield
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Danielle R. Greene
SVB Private Bank
RSVP Comments: N/A
Attending: Yes
Matthew Hillery
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
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
Derek Johnston
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Alycia Joyal
Wilmington Trust
RSVP Comments: N/A
Attending: Yes
Mark Kane
CIBC Private Wealth
RSVP Comments: N/A
Attending: Yes
Katie Lombardi
SVB Private Bank
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Caroline McKay
CIBC private wealth
RSVP Comments: N/A
Attending: Yes
Imelda Monaghan
Wilchins Cosentino & Novins LLP
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
Emma Penick
The Boston Foundation
RSVP Comments: N/A
Attending: Yes
Amy Phelan
Tonneson & Co
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Kerry Reeves
Wilmington Trust
RSVP Comments: N/A
Attending: Yes
Susan A. Robb
Day Pitney LLP
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
Jordana Schreiber
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Courtney Scott
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
SVB Private Bank
RSVP Comments: N/A
Attending: Yes
Kerry Shrives
SKINNER, Inc.
RSVP Comments: N/A
Attending: Yes
William Speciale
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Anne Sternlicht
Northern Trust
RSVP Comments: N/A
Attending: Yes
Kyle Tracey
SCS Financial
RSVP Comments: N/A
Attending: Yes
Scott Treacy
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Rebecca Tunney
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Maureen Villadelgado
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Chris Voudkides
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Bob Whelan
Wilmington Trust
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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