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Seminar & Networking-From “I Do” to “Who Gets What?”: Marriage and Wealth Transfer Planning Unpacked
Event Details

Registration List: Seminar & Networking-From “I Do” to “Who Gets What?”: Marriage and Wealth Transfer Planning Unpacked

michael arnheiter
Baystate Financial
RSVP Comments: N/A
Attending: Yes
Hansen Bargantine
Vacovec, Mayotte & Singer, LLP
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Rachael Bator
CMH Wealth
RSVP Comments: N/A
Attending: Yes
Joseph Bierwirth
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Joshua Caswell
Nixon Peabody LLP
RSVP Comments: N/A
Attending: Yes
Danyl Collings
DC Valuations, LLC
RSVP Comments: N/A
Attending: Yes
Matthew Connolly
Shipman & Goodwin LLP
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Rachel Davison
Taylor Wessing LLP
RSVP Comments: N/A
Attending: Yes
Julianne Donato
OAR Law, LLP
RSVP Comments: N/A
Attending: Yes
Annette Eaton
Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Donna Elgart
LGA
RSVP Comments: N/A
Attending: Yes
Christine Ellsmore
Choate, Hall & Stewart LLP
RSVP Comments: N/A
Attending: Yes
Emily Fluke
Sandy Cove Advisors
RSVP Comments: N/A
Attending: Yes
Marilyn Gentilotti
The Washington Trust Company
RSVP Comments: N/A
Attending: Yes
Elizabeth Glasgow
N/a
RSVP Comments: Speaker
Attending: Yes
Alison I. Glover
Mintz
RSVP Comments: N/A
Attending: Yes
Jennifer Goode
AllianceBernstein
RSVP Comments: Speaker
Attending: Yes
Emily Griset
Fiduciary Trust
RSVP Comments: N/A
Attending: Yes
Stephanie Hood
The Hood Firm, PC
RSVP Comments: N/A
Attending: Yes
George Kimball
Needham Advisory Corp
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Alexander Macheras
Casner & Edwards, LLP
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Lisa May
PLAN of MA & RI, Inc.
RSVP Comments: N/A
Attending: Yes
Trish McCarvill
Taylor Wessing Ireland LLP
RSVP Comments: N/A
Attending: Yes
Joan McGrath
PLAN of MA & RI, Inc.
RSVP Comments: N/A
Attending: Yes
Karen McKenna
Shipman & Goodwin, LLP
RSVP Comments: N/A
Attending: Yes
Mark Minassian
CBIZ
RSVP Comments: N/A
Attending: Yes
Brendan Mitchell
Market Street Trust Company
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
CAPTRUST
RSVP Comments: N/A
Attending: Yes
Samantha Owens
JC Hilario P.C.
RSVP Comments: N/A
Attending: Yes
Christopher Perry
Northern Trust
RSVP Comments: N/A
Attending: Yes
Christopher Perry
Northern Trust
RSVP Comments: N/A
Attending: Yes
Deirdre Prescott
Sandy Cove Advisors
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Howland Capital
RSVP Comments: N/A
Attending: Yes
Kendall Reed
Blue Herring, LLC.
RSVP Comments: N/A
Attending: Yes
Phillip Rothman
NJL&C
RSVP Comments: N/A
Attending: Yes
Annasophia Salvia
Koiles Pratt Family Law
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Noah Schlesinger
AllianceBernstein
RSVP Comments: Pescatarian
Attending: Yes
Callie Shanley
Bernstein Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Zachary Taylor
Blue Herring, LLC.
RSVP Comments: N/A
Attending: Yes
Nicholas Usen
Foster Dykema Cabot
RSVP Comments: N/A
Attending: Yes
Wei Xue
New York Life - Eagle Strategies Corp
RSVP Comments: N/A
Attending: Yes
Marcy Yeragotelis
CliftonLarsonAllen, LLP (CLA)
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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