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2023 BEPC Gala Agenda At-a-Glance

Time

Event


5:00pm-5:45pm


VIP/Leadership Reception

5:00pm-5:45pm


5:45pm - 6:30pm 

New Member Pre-Gala Event
             Lifted Bar on the 5th floor

Cocktail Hour & Mingle

Welcome & Opening Remarks, Mike Riley, Emcee

Outgoing President’s Remarks, Beth Milkovits, AEP®, CFP®

President’s Award Presentation, Russell E. Holmes, MBA, CFP®


6:30 pm - 8:15 pm 


Main Reception 
 

Remarks by Mike Riley, Emcee: 

Recognition of AEP® Designees 

Recognition of Sponsors and Non-Profit Partners 

Incoming President’s Remarks, Richelle Maguire, CPA, MST, AEP®

Video Introduction of Excellence Award Recipient, Mike Riley, Emcee

Announcement of Excellence Award Recipient, Mike Riley, Emcee

Excellence Award Recipient Introduction, Kurt Steinkrauss, Partner at Mintz Levin

Excellence Award Recipient Acceptance Speech, Sara A. Wells

Closing Remarks by Mike, Riley, Emcee

8:15pm - 9:30pm

BEPC Lounge featuring Champagne & Dessert

Continue the celebration with networking, champagne, and dessert

 
9:30pm 

Event Concludes

*Subject to change

Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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