My Feed | Print Page | Contact Us | Sign In | Join
BEPC Hot Topic Webinar: 2024 Changes to the MA Estate Tax
Event Details

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
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

LinkedIn

Contact Us Sign In

BEPC is an active affiliate of