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BEPC Platinum Sponsor Webinar: How Thriving Families Navigate Relationships, Money and Legacy
Event Details

Registration List: BEPC Platinum Sponsor Webinar: How Thriving Families Navigate Relationships, Money and Legacy

Harrison Armstrong
MERRILL LYNCH WEALTH MANAGEMENT
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Dalia Ben-Ezra
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Margaret Brennan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Michael Brown
Boston Financial Mgt
RSVP Comments: N/A
Attending: Yes
Sonia Chebout
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Kimberly Clouse
AdvicePeriod
RSVP Comments: N/A
Attending: Yes
Katie Collins
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Allison Collins
Rubin and Rudman LLP
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Elisabeth Dean
Capital Group Private Client Services
RSVP Comments: I am interested in hearing both Adrienne and Ellen speak on this important topic. Will there also be a replay available?
Attending: Yes
Lauren Desforge
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Charlotte Duffy
UBS
RSVP Comments: N/A
Attending: Yes
kimberly dwyer
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Christopher Farrell
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Lauren Finn
Pathstone
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
Alison Goodrich
Anchor Capital Advisors LLC
RSVP Comments: N/A
Attending: Yes
Alex Gross
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Pamela Halter
Howland Capital Management
RSVP Comments: N/A
Attending: Yes
Lilli Homer
SCS Financial
RSVP Comments: N/A
Attending: Yes
Hailey Hoyos
BBH
RSVP Comments: N/A
Attending: Yes
Michele HUBLEY
APPLETON PARTNERS, INC.
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
J.T. Ligget
Penobscot Investment Management
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Brooke Manfredi
Foster Dykema Cabot
RSVP Comments: N/A
Attending: Yes
Kenneth Masters
Winged Keel Group
RSVP Comments: N/A
Attending: Yes
Gary McGovern
Janney Montgomery Scott LLC
RSVP Comments: N/A
Attending: Yes
Kelly McKernan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Micaela Mirabassi
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
William Morgan
Murtha Cullina LLP
RSVP Comments: N/A
Attending: Yes
Greg O'Connell
The Coyle Company
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Nancy Place
appleton partners
RSVP Comments: N/A
Attending: Yes
Rebecca Pouliot
CAPTRUST
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Anchor Capital
RSVP Comments: N/A
Attending: Yes
Allison Robinson
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Ralph Rotman
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Kylie Ruschioni
JDJ
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
Janet Schwartz
Self-employed
RSVP Comments: N/A
Attending: Yes
Meaghan Schweitzer
Neuberger Berman Private Wealth
RSVP Comments: N/A
Attending: Yes
Nikki Marie Sherwood
Nutter McClennen & Fish, LLP
RSVP Comments: N/A
Attending: Yes
Kathleen Smith
The Washington Trust Company
RSVP Comments: N/A
Attending: Yes
William Speciale
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Christian Stone
PNC Private Bank
RSVP Comments: N/A
Attending: Yes
Leslie Stonestreet
New York Life Insurance Company
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
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
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Emily Yiannis
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Ted Yoos
Cornerstone Financial Management LLC
RSVP Comments: N/A
Attending: Yes
Denise Yurkofsky
Bowditch & Dewey
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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