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Educational Seminar: It's a Nice Place to Visit but do you Want to Live There?
Event Details

Registration List: Educational Seminar: It's a Nice Place to Visit but do you Want to Live There?

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Susan Black
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Michael Brown
Boston Financial Mgt
RSVP Comments: N/A
Attending: Yes
Amy Brown
Boulay Group
RSVP Comments: N/A
Attending: Yes
Steven Carr
Rubin and Rudman LLP
RSVP Comments: N/A
Attending: Yes
Sharon Cohen
Northern Trust
RSVP Comments: N/A
Attending: Yes
Terence Condren
IEQ Capital
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Lauren Cosulich
Summit Trail Advisors
RSVP Comments: N/A
Attending: Yes
Liz Drake
Bob Goldman Law LLP
RSVP Comments: N/A
Attending: Yes
Charles Evangelakos
Pallas Capital Advisors
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
Michael Goss
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
Matthew Hillery
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Lilli Homer
SCS Financial
RSVP Comments: N/A
Attending: Yes
Derek Johnston
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Amy Kanyuk, Esq.
McDonald & Kanyuk, PLLC
RSVP Comments: N/A
Attending: Yes
Anne Katsas
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jeff Keady
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Denise Kelly
Northern Trust
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Ken Knox
Tenzing Insurance Strategies
RSVP Comments: N/A
Attending: Yes
James Machinchick
Lake Street Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Laura Menendez
O'Connor Professional Group
RSVP Comments: N/A
Attending: Yes
Bill Moran
Bass, Doherty & Finks PC
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Christopher Perry
Northern Trust Company
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
Karen Rudnicki
Dowley Law, PC
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
Mary Schmidt
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Iris Taymore Schnitzer
Law Office of Iris Taymore Schnitzer
RSVP Comments: N/A
Attending: Yes
Jacob Simon
Cherry Tree Legal, PLLC
RSVP Comments: N/A
Attending: Yes
Haley Slack
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Melissa Sommer
Darwin Trust Company, LLC
RSVP Comments: N/A
Attending: Yes
Mirna R. Succari, CFP®, CWS®
JP Morgan Private Bank
RSVP Comments: N/A
Attending: Yes
Jane Taubner Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Alice K. Walsh
Middleton & Company, Inc.
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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