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Platinum Sponsor Webinar: Estate Planning Current Developments
Event Details

Registration List: Platinum Sponsor Webinar: Estate Planning Current Developments

Steve Akers
Bessemer Trust
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
Margaret Bree
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
Toni Brogna
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Alice Burley
SCS Financial
RSVP Comments: N/A
Attending: Yes
Edward Byrne
Armand & Co PC
RSVP Comments: N/A
Attending: Yes
Colleen Carcone
TIAA
RSVP Comments: N/A
Attending: Yes
Steven Carr
Rubin and Rudman LLP
RSVP Comments: N/A
Attending: Yes
Jennifer Civitella Hilario
JC Hilario, PC
RSVP Comments: N/A
Attending: Yes
Sharon Cohen
Northern Trust
RSVP Comments: N/A
Attending: Yes
Sharon Cohen
Northern Trust
RSVP Comments: N/A
Attending: Yes
John Collins
Aspiriant
RSVP Comments: N/A
Attending: Yes
Kate Collins
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Joel Desjardins
The Coyle Company
RSVP Comments: N/A
Attending: Yes
Elizabeth Drake
Bob Goldman Law LLP
RSVP Comments: N/A
Attending: Yes
Richard Dunsmore
Arons & Dunsmore Insurance Agency
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
Lynda Furash
Furash Law, LLC
RSVP Comments: N/A
Attending: Yes
Larry Gingrow
Eaton Vance WaterOak Advisors
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Richard Gulman
DiCicco, Gulman & Company, LLP
RSVP Comments: N/A
Attending: Yes
Mark Haser
Artemis Finanical Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jason Heman
JDJ Family Office Services LLC
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
Rawson Hubbell
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Alisa G. Kreger
TD Wealth
RSVP Comments: N/A
Attending: Yes
Judy Leung
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Martin Lowenthal
AEP, MSIM, CLU, ChFC, WMCP, RICP, CAS, CLTC
RSVP Comments: N/A
Attending: Yes
Ryan Luks
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Jay A Lupica
The Colony Group
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC - A Division of PKF O'Connor Davies
RSVP Comments: N/A
Attending: Yes
Brooke Manfredi
Foster Dykema Cabot
RSVP Comments: N/A
Attending: Yes
Maxwell Marsden
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Timothy McBride
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Kevin Mooney
The PenFacs Group
RSVP Comments: N/A
Attending: Yes
Sarah Moore
The Coyle Company
RSVP Comments: N/A
Attending: Yes
Kraig Moore
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
James Murphy
Northeast Investment Management
RSVP Comments: N/A
Attending: Yes
Susan Murphy
WithumSmith+Brown, PC
RSVP Comments: N/A
Attending: Yes
Muriel Nichols
Muriel I Nichols
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
Stephen Pepe
Reverse Mortgage Funding, LLC
RSVP Comments: N/A
Attending: Yes
Chris Perry
Northern Trust
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Alexander Powell
Page & Powell, P.C.
RSVP Comments: N/A
Attending: Yes
John Przybylski
Pathstone
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Anchor Capital
RSVP Comments: N/A
Attending: Yes
Joanne Rateau
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Susan A. Robb
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Kathleen Sablone
Boston Financial 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
Meaghan Schweitzer
Neuberger Berman
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
SVB Private
RSVP Comments: N/A
Attending: Yes
David Silvian
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
William Speciale
Cerity Partners
RSVP Comments: N/A
Attending: Yes
KEN STEELE
MassMutual-Baystate Financial
RSVP Comments: N/A
Attending: Yes
Michael Steinberg
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Leslie Stonestreet
New York Life Insurance and NYLife Securities
RSVP Comments: N/A
Attending: Yes
Jane Taubner Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Betsy Townsend
Mass Audubon
RSVP Comments: N/A
Attending: Yes
Scott Treacy
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Elana Vasi-Smith
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Katherine Von Kohorn
Casner & Edwards, LLP
RSVP Comments: N/A
Attending: Yes
Penny Weeks
SVB Private Bank
RSVP Comments: N/A
Attending: Yes
Peter Whitlock
Fiduciary Trust Company
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
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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