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2025 Annual Gala Agenda
2025 Annual Gala Agenda

Time

 

Event

4:00 PM

 

Registration Opens
(2nd Floor)

4:30 PM–5:30 PM   VIP/Leadership Reception
(2nd Floor - Republic Foyer)

5:30 PM–6:30 PM

  Welcome Reception
(2nd Floor - Constitution Ballroom)

6:30 PM–8:15 PM

  Main Event
(2nd Floor - Grand Ballroom)

  Dinner - stations will be placed in a dedicated area of the Ballroom and seating available to continue the networking before we begin the evening.

  Welcome & Opening Remarks by Emcee, Amy Pocsik

 

  Outgoing President’s Remarks, Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®

  President’s Award Presentation

  Incoming President’s Remarks, Thomas Francione, CTFA, AEP®, ATFA

 

 

Recognition of AEP® Designees 

 

  Recognition of Sponsors & Supporters

 

  Announcement & Brief Introduction of Excellence Award Recipient by Emcee, Amy Pocsik

 

  Excellence Award Recipient Introduction

 

  Excellence Award Recipient Acceptance Speech, Sarah M. Allen, Shareholder and Director of Rice, Heard & Bigelow, Inc.

 

  Closing Remarks by Emcee, Amy Pocsik

8:15 PM–9:30 PM

  BEPC After Party
(2nd Floor - Constitution Ballroom)

  Continue the celebration with networking and dessert
9:30 PM   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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