Get Involved and Enhance the ROI of Membership

The more involved you are as a BEPC member, the more you'll benefit from your membership.

BEPC's Member Involvement Committee is charged with ensuring both new and longstanding members are informed and feel encouraged to be actively involved in the Council. Questions or looking for new ways to get involved? Contact the Membership Involvement Committee leadership to discuss.

Attend Events

BEPC offers well over thirty events annually, including in-person, hybrid, and virtual event formats. Events range from educational seminars, webinars, networking receptions, intimate speed networking events, and a celebratory annual gala. Several of our events are exclusive only to BEPC members, including our Fall Kickoff Networking Reception, Holiday Networking Reception, roundtables, and our virtual speed networking event series. Register to Attend 

Sponsor

With a network of more than 700 estate planning professionals, BEPC offers unique opportunities to elevate your business. We provide a variety of sponsorship opportunities throughout the year. Leverage our corporate sponsor and annual gala sponsorship programs. Learn More 

Volunteer

BEPC conducts an annual call for volunteers to populate its committees in late spring/early summer. Our committees support the work of the Board of Directors and staff to advance BEPC's mission and strategic plan. Committees support our educational and networking events, engagement within the estate planning and greater Boston communities, and provide oversight of key organizational functions. To become involved in a committee outside of our open call, contact the Member Involvement Committee. Learn More

Speak

Share your expertise with colleagues and those in the estate planning and wealth management industry. BEPC offers a variety of events tailored to various delivery platforms. We are always seeking moderators for roundtable discussions, speakers for hot topic webinars, and dynamic topics for in-person, hybrid, and virtual educational seminars. Submit an Event Idea

Engage Online

Engage in one of BEPC's online communities: My Feed, Forums, or the LinkedIn Group. Share articles, seek advice, request references, and search for new career opportunities.

Give Back

BEPC is committed to cultivating a culture of giving back. The Community Engagement Committee supports this commitment by facilitating volunteer and philanthropic initiatives, and building awareness of these efforts. Every two years, BEPC selects three non-profit organizations to support through awareness, philanthropic dollars, and volunteerism. Volunteer with of the selected organizations representing Boston's exceptional programs in education, college access, workforce development, financial literacy, and entrepreneurship. Learn More

Advocate

BEPC calls on its network of informed, passionate estate planning and wealth management leaders to help communicate the impact of various initiatives within the profession and in Boston. Our Legislative Committee leads our advocacy efforts, reviewing and reporting on proposed Massachusetts legislation pertaining to estate planning. Learn More