Registration List: BEPC Hot Topic Webinar: 2024 Changes to the MA Estate Tax
Artika Angel  Estate & Elder Law Advisory PLLC RSVP Comments: N/A Attending: Yes Joanna Antonopoulos  Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes David Appel  Appel Insurance Advisors LLC RSVP Comments: N/A Attending: Yes Robert Arone  Orsi, Arone, Rothenberg, Turner RSVP Comments: N/A Attending: Yes Nicole Bailey  Fortis Management Group RSVP Comments: N/A Attending: Yes Luke Bean  Rico, Murphy, Diamond & Bean, LLP RSVP Comments: N/A Attending: Yes Kristin Beane  RSVP Comments: N/A Attending: Yes Joseph Beauchaine  CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Emily Beekman  Corient RSVP Comments: N/A Attending: Yes Michael Broderick  Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes Antonietta Puopolo Brogna  Fiduciary Trust of New England RSVP Comments: N/A Attending: Yes Seth Buckley  Buckley Financial RSVP Comments: N/A Attending: Yes Seth Buckley  Buckley Financial RSVP Comments: N/A Attending: Yes Colleen Carcone  TIAA RSVP Comments: N/A Attending: Yes Jennifer Civitella Hilario  JC Hilario, PC RSVP Comments: N/A Attending: Yes Kimberly Clouse  Altium Wealth Management RSVP Comments: N/A Attending: Yes William Collins  MAI Capital Management, LLC RSVP Comments: N/A Attending: Yes Ada K. Colomb  Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Liza Connelly  CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Herb Daroff  Baystate Financial RSVP Comments: N/A Attending: Yes Kenneth Davis  The Bulfinch Group RSVP Comments: N/A Attending: Yes Cheryl Donahoe  Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes John Donahue  Wilchins Cosentino & Novins, LLP RSVP Comments: N/A Attending: Yes Erin Donahue  Dalton & Finegold RSVP Comments: N/A Attending: Yes Michael Dorsey  The Boston Family Office RSVP Comments: N/A Attending: Yes Liz Drake  Bob Goldman Law LLP RSVP Comments: N/A Attending: Yes Mary Ann Duffey  Loring, Wolcott & Coolidge RSVP Comments: N/A Attending: Yes Chris Duffy  Capital Analysts of New England RSVP Comments: N/A Attending: Yes David Ferraro  Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Kevin Finin  Rockefeller Capital Management RSVP Comments: N/A Attending: Yes Linda Fisher  Fisher Law LLC RSVP Comments: N/A Attending: Yes Daniel Flanagan  Canby Financial Advisors RSVP Comments: N/A Attending: Yes Kristina Foreman  CAPTRUST RSVP Comments: N/A Attending: Yes Emily Gansler  RWA Wealth Partners RSVP Comments: N/A Attending: Yes Christopher Gullotti  Canby Financial Advisors RSVP Comments: N/A Attending: Yes Richard Gulman  PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Jennifer Hall  Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Megan Hathaway Foy  The Boston Foundation 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 Nicole Jackson Leslie  Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Melissa Jacoby  GW&K RSVP Comments: N/A Attending: Yes David Jaeger  Canby Financial Advisors RSVP Comments: N/A Attending: Yes Derek Johnston  Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Eric Karlberg  BNY Wealth RSVP Comments: N/A Attending: Yes David Keefe  4-Point Financial RSVP Comments: N/A Attending: Yes Kathleen Kenealy  Katapult Financial Planning RSVP Comments: N/A Attending: Yes Richard Kutia  Howland Capital Management RSVP Comments: N/A Attending: Yes Mark LaCamera  Aureus Asset Management RSVP Comments: N/A Attending: Yes Jonathan Liebeskind  Tenzing Insurance Strategies RSVP Comments: N/A Attending: Yes Ryan Luks  BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Brooke Manfredi  FDC Family Office RSVP Comments: N/A Attending: Yes Kenneth Masters  Winged Keel Group RSVP Comments: N/A Attending: Yes Robert Matson  Robert A. Matson, CLU, ChFC, AEP RSVP Comments: N/A Attending: Yes Geoff McDonald  IQ-EQ RSVP Comments: N/A Attending: Yes Ashley McKay  JOHNSON O'CONNOR FERON & CARUCCI LLP RSVP Comments: N/A Attending: Yes Rory McNabb  Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes Rory McNabb  RSVP Comments: N/A Attending: Yes Thomas Mitchell  Sconset Wealth Management RSVP Comments: N/A Attending: Yes Jennifer Moran  Grimes & Company, Inc. RSVP Comments: N/A Attending: Yes William Morgan  Harris Beach Murtha PLLC RSVP Comments: N/A Attending: Yes Kyle Munns  Choate, Hall & Stewart LLP RSVP Comments: N/A Attending: Yes James Murphy  Northeast Investment Management RSVP Comments: N/A Attending: Yes Paul Mutch  Windrose Advisors RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith  HUB International New England, LLC RSVP Comments: N/A Attending: Yes Sean Oliveira  JPMorgan RSVP Comments: N/A Attending: Yes Alisa O'Neil  CAPTRUST RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil  CAPTRUST RSVP Comments: N/A Attending: Yes James O'Neil  Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Lindsy Owens  Harvest Wealth Management RSVP Comments: N/A Attending: Yes Asa Phillips  Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Ruzanna Queenan  Queenvest LLC RSVP Comments: N/A Attending: Yes Cameron Rahbar  Howland Capital RSVP Comments: N/A Attending: Yes Jillian W. Robillard  Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Kathleen Sablone  CAPTRUST RSVP Comments: N/A Attending: Yes Sandra Saner  Bank of America Private Bank RSVP Comments: N/A Attending: Yes Aviva Sapers  Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Brian Sergenian  MLG Capital RSVP Comments: N/A Attending: Yes Mary Shahian  Cerity Partners RSVP Comments: N/A Attending: Yes Katherine M. Sheehan  Crestwood Advisors 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 Barbara Targum  Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Brad Taylor  Citrin Cooperman RSVP Comments: N/A Attending: Yes Abby Thackston  Ernst & Young (EY) RSVP Comments: N/A Attending: Yes betsy townsend  mass audubon RSVP Comments: N/A Attending: Yes Mary Wilson  Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes wei xue  New York Life - Eagle Strategies Corp RSVP Comments: N/A Attending: Yes Theodore Yoos  Cornerstone Financial Management LLC RSVP Comments: N/A Attending: Yes
|