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2021 Annual Gala

 

 

After much discussion, BEPC has made the difficult but necessary decision to convert the 2021 Annual Gala into a virtual event. The Virtual Gala will be held on May 19, 2021  from 5:00pm-8:00pm where we will honor the  Excellence Award recipient. The award is BEPC's highest honor and recognizes outstanding contributions of an individual to the estate planning profession. We will also recognize the President's Award recipient, hold several experiential programs and close the  night with optional networking breakout rooms including one dedicated to new members.

The Annual Gala also marks the transition in BEPC's leadership. We look forward to honoring  Steven M. Carr, JD, LLM, AEP and his ascension to BEPC's President. Our program will  include thanking Kelly Aylward, JD, LLM, AEP and recognizing her President's Award recipient.

Jared Bowen will emcee the Virtual Annual Gala. The event will be different, but promises to hold your attention and continue with all the important elements of BEPC's premiere event of the year! 

This year we have several unique and entertaining sponsorship opportunities! You can review the Sponsorship Prospectus and purchase them here and if you have any questions please contact KRegan@BEPC.org.


Tickets: $50 per person. The first 300 attendees to register will receive a $20 gift card to order food and/or beverage and have it delivered directly to them from a local business of their choosing.

Red Carpet: Let's have some fun! Send us your photos and videos to be part of BEPC's red carpet entrance. This is whimsical; we look forward to receiving a variety of photos or videos that will be merged together into one video and shown at the start of the Gala. The deadline to submit is April 23rd at 5:00pm. Submit to GalaCommittee@bepc.org.

 

Register

 


2021 Excellence Award Recipient

David E. Appel, CLU, ChFC, AEP®, managing partner at Appel Insurance Advisors, LLC., to receive the 2021 BEPC Excellence Award.

David E. Appel, a graduate of the Whitman School of Management at Syracuse University, is managing partner at Appel Insurance Advisors, LLC. David concentrates his practice with a consultative, service oriented aproach to personal and business insurance planning. He assists clients with protecting their families and businesses from the financial pitfalls of death, disability, and the drain of long term care expenses. He primarily focuses on supporting clients with tax-efficient wealth transfer goals, business succession, charitable planning, international clients obtaining U.S. based life insurance, and helping emerging wealth families establish and maintain their People Insurance™ portfolios. David has maintained a successful practice for over 28 years. 

BEPC congratulates David on this prestigious honor which recognizes professional excellence in the area of estate planning and significant contributions to the community. Learn more.

 

 

 


 

2021  President's Award Recipient

Ruth Mattson, partner at Vacovec, Mayotte, & Singer, received the 2021 President's Award.

Ruth concentrates in the areas of international and multinational estate planning, multinational estate administration, sophisticated estate and business planning, local estate and trust administration, and tax compliance for individuals with assets outside the United States. Ruth is a lecturer at Boston University School of Law's Graduate Tax Program and frequently speakers on topics related to estate planning and U.S. taxation.

BEPC congratulates Ruth on this outstanding honor which is bestowed in recognition of exceptional service and dedication to BEPC. Learn more.

 

 

 

 

 

 


2021 Emcee

Executive Arts Editor Jared Bowen is the Emmy award-winning host of the weekly television series, Open Studio with Jared Bowen, which takes viewers inside the creative process, offering a blend of profiles, performances, and contemporary exhibitions by artists in Greater Boston, New England, and across the country. He is a contributor to WGBH-TV’s nightly news magazine program, Greater Boston  and appears regularly on 89.7 WGBH, where he covers the latest happenings in the region’s theater, art, music, dance and film on WGBH’s Morning Edition and Boston Public Radio.  He also serves as a coach on the choir competition show Sing That Thing!  and is the moderator of the Boston Speakers Series at Symphony Hall  facilitating conversations with everyone from world leaders to Oscar-winning actors. He is a member of the Boston Theater Critics Association, the Boston Online Film Critics Association and is a Trustee of the National Academy of Television Arts and Sciences. Jared is also a contributor to the PBS NewsHour and Art New England magazine.

Jared has produced five news documentaries for WGBH and the first three seasons of the public media company’s Eye on Education initiative. He has won two New England Emmys and an Edward R. Murrow Award for his arts reporting and is a recipient of the Commonwealth Award, recognizing achievement in the arts, humanities and sciences.

Jared began his career at Dateline NBC in New York, and is a graduate of Emerson College where he also won several Associated Press Awards.

 

Virtual Gala Agenda

Time

Event

5:00pm-6:00pm

Gold Level Concurrent Experiential Sessions

 

Sponsored Floral Design

 

Sponsored Charcuterie Board Creation

 

Sponsored Cocktails with Mixologist

 

Sponsored Wine and Cheese Tasting

6:00pm-6:03pm

Transition to the “Main Stage”

6:03pm-6:06pm

Virtual Red-Carpet Welcome

6:08pm-6:30pm

  • Welcome and Opening by Jared Bowen, Emcee
  • Outgoing President’s Remarks, Kelly Aylward
  • President’s Award Presentation, Kelly Aylward
  • President Elect’s Remarks, Steven M. Carr

6:30pm-7:00pm

Silver Level Concurrent Experiential Sessions

 

Sponsored Chocolate Tasting Experience

 

Sponsored Comedian

 

Sponsored Mentalist

 

Sponsored Dueling Pianos

7:00pm-7:30pm

  • Video Introduction of Excellence Award Recipient, Emcee
  • Announcement of Excellence Award Recipient
  • Excellence Award Recipient Introduction and Speech
  • Recognition of AEP® Designees, Emcee
  • Recognition of Sponsors and Non-Profit Partners, Emcee
  • Closing Remarks, Emcee

7:30pm-8:00pm

Optional Networking Breakout Rooms

 

We Thank Our 2021 Annual Gala Sponsors

Platinum Sponsor

 

  

 Gold Sponsors 

                    

Silver Sponsors 

                       

 Philanthropy Sponsor

   

Red Carpet Sponsor

 


Photography Sponsor

 

 

 Dinner Sponsors

 

               

 

 Event Sponsors

 

           

                            

Event Supporters

 

           

                            


 

Thank You to all Annual Corporate Sponsors!

 Learn More About Our Annual Corporate Sponsors

Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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