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BEPC Webinar: Planning for Persons With Disabilities: Top 30 Best Practice Tips When Advising Family
Event Details

Registration List: BEPC Webinar: Planning for Persons With Disabilities: Top 30 Best Practice Tips When Advising Family

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Barbara Attardo
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Talia Azzaretto
Burns & Levinson LLP
RSVP Comments: N/A
Attending: Yes
Kimberly Baker Donahue
Darwin Trust Company
RSVP Comments: N/A
Attending: Yes
Heather Bartel
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Margaret Bree
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
Joshua Caswell
Nixon Peabody LLP
RSVP Comments: N/A
Attending: Yes
Kimberly Clouse
AdvicePeriod
RSVP Comments: N/A
Attending: Yes
Nicole Cordeiro
Smith Duggan Cornell & Gollub LLP
RSVP Comments: N/A
Attending: Yes
Lauren Desforge
Cerity Partners
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Brandon Fink
Claro 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
Dara Lynn Freytag
Tarlow Breed Hart & Rodgers, P.C.
RSVP Comments: N/A
Attending: Yes
Caroline Gaffney
Atwater Wealth Management
RSVP Comments: N/A
Attending: Yes
Caitlin Glynn
Nutter McClennen & Fish, LLP
RSVP Comments: N/A
Attending: Yes
Michelle Harden
Tonneson & Co
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
Paula Ingle
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Molly Karlson
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Tyler Lambert
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Eileen Lee Breger
Bowditch
RSVP Comments: N/A
Attending: Yes
Ryan Luks
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Lisa May
PLAN of MA & RI, Inc.
RSVP Comments: N/A
Attending: Yes
Rory McNabb
New York Life - Eagle Strategies Corp
RSVP Comments: N/A
Attending: Yes
Laura Menendez
O'Connor Professional Group
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Micaela Mirabassi
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Kraig Moore
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Chistopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Stephen Pepe
Longbridge Financial, LLC
RSVP Comments: N/A
Attending: Yes
Christopher Perry
The Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar, MST, CFP®, AEP®
Anchor Capital
RSVP Comments: N/A
Attending: Yes
Peter Raskin
Raskin Planning Group
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
Timothy Scanlan
Bass, Doherty & Finks PC
RSVP Comments: N/A
Attending: Yes
Nicholas Sharis
SCS Financial Services LLC
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Jacob Simon
Cherry Tree Legal, PLLC
RSVP Comments: N/A
Attending: Yes
Dawn Smith
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
Kathleen Smith
The Washington Trust Company
RSVP Comments: N/A
Attending: Yes
Jeffrey Tomaneng
TIAA
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Theodore Yoos
Cornerstone Financial Management LLC
RSVP Comments: N/A
Attending: Yes
Denise Yurkofsky
Bowditch
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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