My Feed | Print Page | Contact Us | Sign In | Join
June Roundtable Breakfast: Members Only *
Event Details

Registration List: June Roundtable Breakfast: Members Only *

Valerie Achorn
Simplified Lives, LLC
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
David Appel
Appel Insurance Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Robert Arone
Orsi, Arone, Rothenberg, Turner
RSVP Comments: N/A
Attending: Yes
Rachael Bator
Lake Street Advisors
RSVP Comments: N/A
Attending: Yes
Jared Bishop
Rubin and Rudman LLP
RSVP Comments: N/A
Attending: Yes
Susan Black
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Margaret Bree
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
John Collins
Aspiriant
RSVP Comments: N/A
Attending: Yes
Ada Colomb
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Kyle Cox
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Robert Donnelly
Marsh Private Client Services
RSVP Comments: N/A
Attending: Yes
Rich Dunsmore
Arons & Dunsmore Insurance Agency
RSVP Comments: N/A
Attending: Yes
Jennifer Flanagan
Vacovec, Mayotte & Singer LLP
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
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Marc Gillette
Fred C. Church Insurance
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Christopher Gullotti
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Richard Gulman
DiCicco, Gulman & Company, LLP
RSVP Comments: N/A
Attending: Yes
Naz Hassanein
Worthy Circles Networking and Consulting
RSVP Comments: N/A
Attending: Yes
Quinn Hetrick
Mintz Levin
RSVP Comments: N/A
Attending: Yes
Jillian Hirsch
Hirsch Law LLC
RSVP Comments: N/A
Attending: Yes
Carin Hofer
Cabot-Wellington, LLC
RSVP Comments: N/A
Attending: Yes
David Jaeger
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
George Kimball
Needham Advisory Corp
RSVP Comments: N/A
Attending: Yes
Jennifer Laucirica
Orsi, Arone, Rothenberg, Turner
RSVP Comments: N/A
Attending: Yes
Brian Lynch
Lynch Insurance Group
RSVP Comments: N/A
Attending: Yes
Maxwell Marsden
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Kenneth Masters
Winged Keel Group
RSVP Comments: N/A
Attending: Yes
Robert Matson
Robert A. Matson, CLU, ChFC, AEP
RSVP Comments: N/A
Attending: Yes
Luke G. Meekins
FleetStar Financial
RSVP Comments: N/A
Attending: Yes
Susan Ogrodnik-Smith
HUB International New England, LLC
RSVP Comments: N/A
Attending: Yes
Rick Olney
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Mary Pajak
Pierce Atwood LLP
RSVP Comments: N/A
Attending: Yes
Christopher Perry
The Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Renee Quinn
Foundation for MetroWest
RSVP Comments: N/A
Attending: Yes
David Raymon
Burns & Levinson LLP
RSVP Comments: N/A
Attending: Yes
Diane Reilly
Healthassist
RSVP Comments: N/A
Attending: Yes
Dianne Savastano
Healthassist
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Scott Scales
Rockland Trust
RSVP Comments: N/A
Attending: Yes
Meaghan Schweitzer
Neuberger Berman
RSVP Comments: N/A
Attending: Yes
Matt Seney
Wainwright Investment Counsel, LLC
RSVP Comments: N/A
Attending: Yes
Melissa Sommer
Darwin Trust
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
Jackie Timmins
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Melvin Warshaw
Melvin A. Warshaw, Esq.
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Denise Yurkofsky
Law Office of Denise N. Yurkofsky
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Ziegler Legal Services
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Ziegler Legal Services
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

LinkedIn

Contact Us Sign In

BEPC is an active affiliate of