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Educational Seminar: Top Estate Planning Lessons from Recently Deceased Celebrities
Event Details

Registration List: Educational Seminar: Top Estate Planning Lessons from Recently Deceased Celebrities

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Joanna Antonopoulos
Atlantic Planning Group, LLC
RSVP Comments: N/A
Attending: Yes
Rachael Bator
Lake Street Advisors
RSVP Comments: N/A
Attending: Yes
Carolyn Beatty
Howland Capital
RSVP Comments: N/A
Attending: Yes
Tiffany Bentley
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Margaret Brennan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Dylan Brix, CFA
The Boston Family Office
RSVP Comments: N/A
Attending: Yes
Colleen Carcone
TIAA
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
David Ferraro
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Brandon Fink
Claro Advisors
RSVP Comments: N/A
Attending: Yes
Kristina Foreman
Boston Financial Management LLC
RSVP Comments: N/A
Attending: Yes
Marc Gillette
Fred C. Church Insurance
RSVP Comments: N/A
Attending: Yes
Thomas Hagstrom, CFA
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Travis Hall
Leader Bank
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Nicole Hostettler
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
Olive Hsiao
Partners Capital Investment Group
RSVP Comments: N/A
Attending: Yes
Ruth Kennedy Sudduth
LandVest, Inc.
RSVP Comments: N/A
Attending: Yes
Mark LaCamera
Aureus Asset Management
RSVP Comments: N/A
Attending: Yes
Timothy McBride
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Lisa Melpignano
Boston Trust Walden
RSVP Comments: N/A
Attending: Yes
Thomas Mitchell
Sconset Wealth Management
RSVP Comments: N/A
Attending: Yes
Kyle Munns
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Sam Ober
Howland Capital
RSVP Comments: N/A
Attending: Yes
Sean Oliveira
JPMorgan
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
James O'Neil
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Daniel Paris
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Howland Capital
RSVP Comments: N/A
Attending: Yes
Phillip Rothman
NJL&C
RSVP Comments: N/A
Attending: Yes
Judy Saxe
CIBC Private Wealth
RSVP Comments: N/A
Attending: Yes
Iris Taymore Schnitzer
Law Office of Iris Taymore Schnitzer
RSVP Comments: N/A
Attending: Yes
Meaghan Schweitzer
Neuberger Berman
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
Crestwood Advisors
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
Joni Stone
FL Putnam
RSVP Comments: N/A
Attending: Yes
Zachary Taylor
Blue Herring, LLC.
RSVP Comments: N/A
Attending: Yes
Elizabeth Townsend
Mass Audubon
RSVP Comments: N/A
Attending: Yes
Eido Walny
Walny Legal Group LLC
RSVP Comments: N/A
Attending: Yes
Pete Whitlock
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Mary Wilson
Wilchins Cosentino & Novins LLP
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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