Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors

Presenter: Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)

May 2, 2024 | 4:00 PM - 5:00 PM EDT

Presenter: Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

Step into the spotlight and showcase your unwavering support for the estate planning community by sponsoring the BEPC Annual Gala, a prestigious event slated for May 16, 2024. As a valued organization within the estate planning community, we invite you to seize this exclusive opportunity to elevate your brand, connect with industry influencers, and contribute to the growth of our collective expertise. The BEPC Annual Gala is our premier and largest event of the year where an anticipated 350 members and guests will attend in-person to network and celebrate the recipient of the BEPC Excellence Award.

As a BEPC Annual Gala sponsor, your company will be highlighted to all attendees at the event as well as to all visitors to the BEPC website leading up to the Gala and through May 31, 2024. This year offers many familiar and coveted sponsorships as well as newly designed opportunities at varying price levels that cater to the unique needs of your organization! 

Why Sponsor the BEPC Annual Gala?

1. Targeted Exposure: Align your brand with key decision-makers and dedicated professionals within the estate planning community.
2. Industry Leadership: Strengthen your position as an industry leader by sharing the spotlight with award-winning experts in estate planning.
3. Networking Excellence: Forge meaningful connections with like-minded professionals, fostering collaborations that can drive collective success.
4. Tailored Branding Opportunities: Choose from a range of sponsorship packages allowing you to customize your brand's visibility through strategic logo placements and personalized materials.
5. Community Growth: Demonstrate your commitment to the growth of our professional society by supporting an event that honors excellence within the community.

If you are interested in becoming a Gala sponsor, register using the button above. If you would like more information about the benefits of sponsorship, please email sponsorship@bepc.org or call 978-364-5170.

2024 BEPC GALA to be held on Thursday, May 16, 2024

ATTENDEE INFORMATION

2024 BEPC Annual Gala to be held Thursday, May 16, 2024 

New Member Pre-Event Social

BEPC’s Member Involvement Committee invites new members that joined BEPC between 2023 and present, to socialize and have a drink prior to the start of the Annual Gala at the Boston Marriott Copley Place.  

We will have a dedicated corner for new members to come together to meet. 

Drinks will be provided! 

Watch your mailbox for your invitation. 

Event Location: 
Boston Marriott Copley Place
110 Huntington Ave, 4th Floor
Boston, Massachusetts  02216

Time: 
4:15 PM - 5:00 PM

*Cost: No Charge

*Please remember to register separately for the 2024 Annual Gala from 5:00 PM - 9:30 PM.
Visit the event site for more information.* 

Event Cancellation and Substitution Policy 

Annual Gala Refunds and Cancellations
The deadline to receive a full refund is May 1, 2024. All cancellation requests must be received in writing via email at bepc@bepc.org. Refunds are subject to a $50.00 processing fee.

Annual Gala Substitutions 
A registrant may send a substitute person to the Annual Gala in his/her place. Requests for substitutions should be sent in writing by email to bepc@bepc.org, by May 8, 2024. No changes may be made less than seven business days prior to the Annual Gala. 

Annual Gala Onsite Registrations
Attendees are strongly encouraged to register in advance of the Annual Gala. Onsite registration will be available this year. 

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here .
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

2024 BEPC Annual Gala to be held Thursday, May 16, 2024 

Mark your calendars for the 2024 BEPC Annual Gala at the Boston Marriott Copley Place. 

There will be a small block of rooms available at the Marriott for those looking to stay the evening at the Marriott. More information can be found by selecting 'Plan Your Trip' below, or selecting 'Accommodations'. 

The BEPC Annual Gala is a celebration of the 2024 Excellence Award recipient, the 2024 President’s Award recipient, and the transition of our presidents.  

2023 Photographs by Leise Jones, Photographer

Event Details

Date 
Thursday, May 16, 2024

Time
4:00 pm - 5:00 pm ET - Leadership Reception (invite only - please watch your inbox for the RSVP link)
5:00 pm - 9:30 pm ET - Welcome Reception, Main Event, After Party

Venue 
Boston Marriott Copley Place, 110 Huntington Ave, Boston, MA 02116

Attire
Business or cocktail preferred.

2024 Sponsorship Opportunities
Interested in sponsorship opportunities for the May 2024 Gala, submit your interest by email to bepc@bepc.org. The Gala Prospectus can be found here. 

Admission

Individual Tickets

• Early Registration (through April 16, 2024): Member: $175.00 pp / Non-Member: $200.00 pp
• Regular Registration (after April 16, 2024): Member: $250.00 pp / Non-Member: $275.00 pp

Individual registration closes on Wednesday, May 8, 2024 at 5:00 pm ET.  Allowing for BEPC to confirm that all planning details finalized for the evening. We appreciate your understanding and look forward to seeing you on May 16, 2024.  

BEPC wishes to ensure that no individual with a disability is excluded, denied services, segregated, or otherwise treated differently from other individuals because of the absence of auxiliary aids and services as identified in the Americans with Disabilities Act. Should you require special assistance, please specify during the registration process. 

Meet Your 2024 President's Award Recipient

Elliot Rotstein, CAP^®
Partner and Senior Client Advisor at Ballentine Partners

Elliot Rotstein, CAP® is a Partner and Senior Client Advisor at Ballentine Partners, an independent multi-family office headquartered in Waltham, Massachusetts. With his diverse background in family wealth advising, he is a knowledgeable and trusted advisor and a valued connector amongst his industry peers.

Elliot has 17 years of professional experience and is a deeply engaged member of the BEPC Community. He has led numerous committees and served on the Board of Directors from 2018 to 2021. Following his service on the Board, Elliot continued to serve in vital roles with the leadership development committee, a group he has been involved with since its establishment.

As a Senior Client Advisor at Ballentine Partners, Elliot leads numerous client engagements where he and the firm’s client teams deliver client-centric planning and sophisticated investment advice. He advises families on a range of issues related to wealth management, including investment strategy, tax and estate planning, risk management, family well-being, philanthropy, and financial education for family members.

Before joining Ballentine Partners, Elliot was a Partner at MPI Business Valuation and served as the Director of Charitable Planning at Fidelity Charitable.

Elliot is a graduate of Ithaca College and a Chartered Advisor in Philanthropy (CAP). Outside of BEPC, he remains active in numerous community and industry organizations, including the Boston Foundation (PAN and PAC Alum) and the Community Foundation for MetroWest (PALC member). Elliot was a 2022 recipient of the Alliance Young Professionals Award awarded by the Family Wealth Alliance. He lives outside of Boston with his wife Rebecca and their three children, Lilah, Leo, and Emmett.

Event Cancellation and Substitution Policy 

Annual Gala Refunds and Cancellations
The deadline to receive a full refund is May 1, 2024. All cancellation requests must be received in writing via email at bepc@bepc.org. Refunds are subject to a $50.00 processing fee.

Annual Gala Substitutions 
A registrant may send a substitute person to the Annual Gala in his/her place. Requests for substitutions should be sent in writing by email to bepc@bepc.org, by May 8, 2024. No changes may be made less than seven business days prior to the Annual Gala. 

Annual Gala Onsite Registrations
Attendees are strongly encouraged to register in advance of the Annual Gala. Onsite registration will be available this year. 

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here .
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

Complimentary Webinar Offered by the Ashar Group

Presenter: Jamie L. Mendelsohn, EVP, and Jon B. Mendelsohn, CEO

 How to Use Life Insurance Valuations in Your Financial,

Charitable, Estate, or Tax Planning Practice

Life insurance is a mainstay in estate and business succession/buy-sell planning. As circumstances change, advisors and clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

Lunch will be provided.

Presenter:

Jamie L. Mendelsohn
Ashar Group

Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance. Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals. Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends. 

Schedule

12:00 PM - 1210 PM - Opening Remarks & Sponsor Messages
12:10 PM to 1:15 PM -Presentation, Q&A

Registration Fees

Members -$30
Non-Members - $50

Approved (04/18/2024) BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

Session 1

All Grown Up with No Place to Go: 
Exploring Options for Helping Children or Other Family Members with a Home Purchase 

The current high cost of housing and interest rates can make it difficult for children, particularly first-time homebuyers, to purchase a home. Not surprisingly, one of the most common questions asked of estate and financial planners by parents, grandparents and other family members is how best to assist with the purchase of a home. Answering this question can be more complex than you may realize. This roundtable will explore the questions advisors should consider with clients before recommending a specific strategy. We will discuss the most common strategies used, including outright gifts, intra-family loans, personal guarantees and joint purchases, and the benefits and potential problems of each approach, as well as how best to communicate the options to a client.

Presented By

Judith A. Saxe, CIBC Private Wealth Management

Judith A. Saxe is a parent of a Senior at CSW, but she is also a Managing Director, Senior Wealth Strategist and the director of research and education for Wealth Strategies in the Boston office of CIBC Private Wealth Management. She provides customized estate planning services, including income and estate tax, philanthropic, multi-generational, financial, asset protection, business succession, insurance, and fiduciary planning.

Judith has over 30 years of industry experience counseling high net worth individuals, corporate executives, owners of closely held businesses and multinationals on sophisticated estate planning designs and strategies.

Judith is a fellow of the American College of Trust and Estate Counsel, a Past President of the Boston Estate Planning Council, and she served on the board of the National Association of Estate Planning Councils (NAEPC). She frequently presents on estate planning topics to local and national professional organizations and has authored articles for or been quoted in national and local publications, including Massachusetts Continuing Legal Education, The Wall Street Journal, Private Wealth magazine and Massachusetts Lawyers Weekly.

Judith earned a Bachelor of Arts with honors from Harvard University and a Juris Doctor from the New York University School of Law. Additionally, in 2008 she was awarded the Accredited Estate Planner (AEP) designation by NAEPC in recognition of her experience in and interdisciplinary approach to estate planning. In 2018, she obtained the Chartered Advisor in Philanthropy (CAP) designation through the American College of Financial Services.

Session 2

Navigating the Corporate Transparency Act

The Corporate Transparency Act is the hot topic for 2024 and beyond! Join this roundtable discussion to learn about the act and how you can assist your clients with compliance.

Presented By

Amy R. Lonergan, Esq., Day Pitney LLP

Amy Lonergan serves as the Business Unit Leader for the Private Client Department, and assists individuals and families in all aspects of estate and transfer tax planning. Her practice focuses on developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation in a manner consistent with the client’s legacy and intentions, while also minimizing taxes. She is particularly skilled at advising business owners, entrepreneurs, real estate developers and principals of private equity and hedge funds in all aspects of estate planning and wealth transfer strategies. Amy regularly serves as a professional trustee of private trusts, counsels individuals and financial institutions regarding probate and trust administration issues, and advises on all matters related to probate, estate settlement and fiduciary litigation. Amy also assists tax-exempt and charitable organizations regarding formation, obtaining tax-exempt status, reporting and operational requirements.

Session 3

AI, Captain! Navigating the Waters of New Technology

Who will be at the helm in the coming years – you or Microsoft Copilot? How will AI impact practice management and client services? Are rough seas ahead or a calm safe harbor? This interactive (what else!!) discussion will explore how AI can complement our work rather than complicate it.

Presented By 

Melissa Langa, Esq., Bove & Langa, PC

Melissa Langa is the managing shareholder of Bove & Langa, PC, in Boston. Her practice includes guiding domestic and international individuals, families, businesses, and charitable organizations in designing and implementing customized tax-efficient structures to meet their particular estate planning, business, and charitable goals. She also assists clients in the administration of the estate of a deceased family member, advises fiduciaries in the administration of estates and trusts, and counsels families through the proper reporting of foreign assets. She is honored to serve as a fiduciary within a client’s estate plan when asked. Ms. Langa is an adjunct professor teaching estate planning in the Graduate Tax Program at Boston University School of Law and is a fellow of the American College of Trust and Estate Counsel (ACTEC). She is on the Board of Trustees of the Massachusetts Bar Foundation (MBF), and serves on the Executive Committee as the MBF Vice President. Ms. Langa also serves on the Massachusetts Bar Association’s Probate Law Section Council and was a cofounder of the Boston chapter of the London-based international Society of Trust and Estate Practitioners (STEP Boston). Her books include International Estate Planning: A Practical Guide with co-author Barbara Hauser and The Complete Book of Wills, Estates, and Trusts with co-author Alexander A. Bove Jr.  Her Trustworthy Advisor column appears in Massachusetts Lawyers Weekly, co-authored with Alexander A. Bove Jr. She is a graduate of Boston University School of Law, (LLM), American University Washington College of Law (JD), and Rutgers University – Douglass College (BA).

Session 4

First Party SNTs Planning:  What happens when no planning (or worse bad planning) happens to beneficiaries with special needs.

Planning for special needs beneficiaries can be overwhelming for families who often receive competing information.  This discussion is designed to discuss the practical issues associated with a beneficiary who inappropriately receives wealth and the tools available to practitioners to remedy this situation including: First Part Supplemental Needs Trusts (d)(4)(A) Trusts), Pooled Trusts ((d)(4)(C) Trusts), and ABLE Accounts.  The group will also discuss best practices of developing and reviewing a long-term care strategies especially with potential aging care takers and Guardians/Conservators.

Presented By

John W. Donahue, Esq., LL.M., Wilchins Cosentino & Novins LLP

John W. Donahue is a partner with the firm of Wilchins Cosentino & Novins, LLP where he works with individuals and families to address their dynamic estate planning, business succession planning, elder law, estate and trust administration, and tax (estate, gift, and fiduciary income) needs.  He is a graduate of Boston College (B.A.), Suffolk University Law School (J.D.), and Boston University (LL.M in Taxation).  Attorney Donahue is a member of the Boston Estate Planning Council (BEPC) and the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MA NAELA).

Session 5

From Protection to Accumulation to Preservation - Maximizing The Assurance You Get From Your Insurance At Every Life Stage

Whether you are a business owner or self-employed, an employee or a retiree, determining what the most efficient and effective insurance coverage components are for your situation can be confusing and overwhelming.  In this webinar, we will take a high level look at a few of more important pieces of protection you need to have in place to create a more secure present and more prosperous future.  Topics in this important discussion will include:

Examining the nuances of the current health insurance landscape and key factors to keep in mind when selecting your employer health benefits.

• The best ancillary benefits to offer as an employer, and to select as an employee
• Available election periods and coverage options when converting to “early retiree” status
• When to enroll in Medicare - why it may or may not make sense for you at 65
• Available Medicare configurations and pros and cons of different approaches to your coverage
• Recognizing and modifying your life insurance portfolio when the main focus of the coverage changes
• The future of Long Term Care and the most effective products to meet increasingly present state coverage mandates

While we will provide some basic guidance through these general topics, this will be a collaborative roundtable discussion where we will also open things up to examine various client scenarios and answer any specific questions attendees may have.  By the end of this webinar, our goal is for you to feel confident enough introducing these topics to clients that you have added “assisting with insurance solutions” as a differentiating value-added service you can provide moving forward.

Presented By

Brian Lynch, Lynch Insurance Group

Brian Lynch founded Lynch Insurance Group in 2005 with a goal of creating optimum value in in holistic insurance solutions for the business and individual markets.  Brian and his team work closely with clients to utilize insurance-based planning to help develop, achieve and maintain long term financial goals.  Whether these goals center on wealth accumulation, estate preservation, family protection or simply affordability, Brian will collaborate with clients to find the ideal coverage components to secure their present and their future.  Working as an independent agent without any direct carrier affiliations, Brian is licensed and appointed to leverage the services of a wide range of providers in each insurance arena to provide the best solutions possible for his clients.  Specialties include life insurance, disability, Medicare and small group employee benefits.  Beyond these areas of expertise, Brian works in affiliation with an extensive network of well-respected advisors to create a broad spectrum of customized financial services for his clients.

Schedule

8:00 AM to 8:15 AM - Opening Remarks & Sponsor Messages
8:15 AM to 9:30 AM - Roundtable Sessions

How To Register

IMPORTANT

When completing registration, please select only ONE  session to attend. 

Each attendee will be able to self-select their session for the breakout rooms. Limits to number of people in each breakout room will be in place, ensuring plenty of roundtable discussion time. 

Changes to selection will not be available day of. Please reach out to bepc@bepc.org with any questions.  

This event is for BEPC members only. If you are interested in becoming a member of BEPC, see here. There is no registration fee required for this event

Zoom link will be sent to all attendees one-day prior to the event. 

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

From Deductibles to Donut Holes: How to Decipher Your Medicare Choices

As individuals approach the age of 65 and become eligible for Medicare, they are often confused about when to enroll and in addition, surprised and overwhelmed by the choices available to them. Options are plentiful and understanding the differences between Parts A, B, C, and D, and what each option covers, is important. There are many nuances to the timing of enrollment and if you are unaware of these different windows of opportunity, and miss them, you could find yourself uninsured for a period of time and paying monetary penalties. Join Dianne Savastano, founder of Healthassist, as she discusses the key factors every retiree needs to keep in mind as they plan for a successful transition to Medicare coverage.

Lunch will be provided.

 Presenter:

Dianne Savastano, Founder and Principal
Healthassist

Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.

Beginning as a registered nurse providing direct patient care, Dianne’s 30-year career includes roles as a hospital, insurance, and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.

A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Free Press, Financial Advisor Magazine, Consumer Reports, Yahoo Health, and National Public Radio’s Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.

Dianne is a founding member of National Association of Healthcare Advocates (NAHAC), serving as Treasurer on the Board of Directors for 5 years. Currently, she serves as a member of NAHAC’s Advisory Board. She is a founding member of Massachusetts Healthcare Advocates (MAHCA), the first regional group of NAHAC and serves as Treasurer. She was one of the first members of The Alliance of Professional Health Advocates founded in 2009. She currently serves as a Springboard Member for HealthAdvocateX, and she is a Board-Certified Patient Advocate.

Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons University in Boston.

Schedule

12:00 PM - 1210 PM - Opening Remarks & Sponsor Messages
12:10 PM to 1:15 PM -Presentation, Q&A

Registration Fees

Members - $30
Non-Members - $50

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

Presenter: TBD

Schedule 

About Registration

Non-Member - No Cost

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here .
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

Presenter: Edward A. Vergara, JD, LL.M. (taxation)

2024 Annual Golf Outing

Monday, July 15, 2024

Please join us at the Woodland Golf Club, Newton, MA, on July 15, 2024 for our Annual Golf Outing. We welcome all levels of play. You can sign up as an individual or a foursome. Tickets are available for those who are not golfers but wish to attend a golf clinic, play in a round robin of tennis/pickleball, or attend the evening reception.  

Woodland Golf Club's beautifully maintained 18-hole golf course provides challenge and intrigue for players of all skills. Woodland offers both difficult and safe options with countless opportunities to make that epic shot.

Run of the Day:

11:00am - 12:45pm:      Warm Up and 18-hole Registration

11:30am - 12:45pm:     Lunch Buffet

12:45pm - 1:00pm               Golfers to Their Carts

1:00pm - 6:00pm:          18-hole Tournament Shot Gun Start

3:30pm - 5:30pm:      Golf Clinic Begins (Full Swing, Putting, and Chipping)

3:00pm - 6:00pm:      Round Robin of Pickleball or Tennis (Racquet Facility)

6:00pm - 8:00pm:        Evening Reception (Heavy Appetizers, Beverages, and Networking!)

6:45pm - 7:00pm:        Announcements, Remarks, and Awards

*Schedule subject to change

Registration Information:

Foursome Ticket: 

Sign up with three of your friends as a foursome to compete in the tournament.

• 18-hole: $1,200.00

Ticket includes:

• Lunch Buffet (18-hole golfers only)
• Golf Tournament
• Evening Networking Reception

Format: The 18-hole is a Scramble format.

Prizes and Contests: Longest drive, closest pin, hole-in-one, and more.

*Registration closes on Thursday, July 4, 2024 at 5:00pm ET.*

Important! If you are unable to attend, please contact bepc@bepc.org so all players can be matched up prior to the Outing and avoid any last minute fees. 

Single Player Ticket*:

• 18-hole: $300.00
  

*If you would like to register as an individual, but would like to be matched up with specific individuals for a foursome, please include all names of the players in the registration form. Each player must individually register for the outing. 

To register as a single player, visit our dedicated site.

Not a Golfer? Still Want to Attend? 

BEPC is presenting more options for involvement on July 15th. Sign up for the Golf Clinic covering Full Swing, Putting, and Chipping, or participate in a Round Robin of Tennis or Pickleball (or try both) followed by the evening reception. Alternatively, you can simply attend the evening reception.

The Clinic and Round Robin (pickleball/tennis) are scheduled from 3:00pm to 6:00pm (times subject to change), contingent upon the number of registered players. Space is limited for these activities!

• Golf Clinic and Evening Reception Only Ticket: $125.00
• Round Robin (Tennis/Pickleball) and Evening Reception Only Ticket: $125.00
• Event Reception Only Ticket: $50.00

To register for the Golf Clinic, Round Robin, and Cocktail Reception only, please register through the individual registration site. Under Attendee Selections, please select 2024 Golf Outing | Non Golf Activity & Reception Only, or 2024 Golf Outing | Clinic & Reception Only. Please select the activity tennis/pickle ball below, in the optional section. 

Dress Code & House Rules

• Smart Casual Attire is required in all dining areas of the club. In choosing one’s attire, members are requested to use reasonable judgment to maintain the decorum of the Club.
• Throughout the clubhouse and grounds, men are required to wear collared shirts.  Men’s shirts must be tucked in at all times. Dress shirts designed to be untucked are permitted in the Clubhouse.
• Denim – which includes blue and other colored jeans, dungarees, denim shorts, skirts, or jackets – is not permitted throughout the Clubhouse or anywhere on Club grounds. White denim is allowed. Attire that is torn, frayed, mottled, or cut off is not permitted.
• Golf and other hats, hooded sweatshirts/hoodies, bandanas and visors are not appropriate attire to be worn in the clubhouse.  Baseball type caps, hats, bandanas and visors are not appropriate attire. 
• Woodland Golf Club is a soft spike only course. Our Pro Shop will change player’s metal spikes to soft spikes for a fee. Street shoes are not permitted on the golf course.
• Guests must abide by the same dress code as members.
  

NOTE: Further information on this event will come from bepc@bepc.org. Please make sure that your email is set up to allow these messages and does not filter them into your Spam folder.

To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.

2024 Annual Golf Outing

Monday, July 15, 2024

Please join us at the Woodland Golf Club, Newton, MA, on July 15, 2024 for our Annual Golf Outing. We welcome all levels of play. You can sign up as an individual or a foursome. Tickets are available for those who are not golfers but wish to attend a golf clinic, play in a round robin of tennis/pickleball, or attend the evening reception.  

Woodland Golf Club's beautifully maintained 18-hole golf course provides challenge and intrigue for players of all skills. Woodland offers both difficult and safe options with countless opportunities to make that epic shot.

Run of the Day:

11:00am - 12:45pm:      Warm Up and 18-hole Registration

11:30am - 12:45pm:     Lunch Buffet

12:45pm - 1:00pm               Golfers to Their Carts

1:00pm - 6:00pm:          18-hole Tournament Shot Gun Start

3:30pm - 5:30pm:      Golf Clinic Begins (Full Swing, Putting, and Chipping)

3:00pm - 6:00pm:      Round Robin of Pickleball or Tennis (Racquet Facility)

6:00pm - 8:00pm:        Evening Reception (Heavy Appetizers, Beverages, and Networking!)

6:45pm - 7:00pm:        Announcements, Remarks, and Awards

*Schedule subject to change

Registration Information:

Single Player Ticket*:

• 18-hole: $300.00
  

*If you would like to register as an individual, but would like to be matched up with specific individuals for a foursome, please include all names of the players in the registration form. Each player must individually register for the outing. 

Ticket includes:

• Lunch Buffet (18-hole golfers only)
• Golf Tournament
• Evening Networking Reception
  

Format: The 18-hole is a Scramble format.

Prizes and Contests: Longest drive, closest pin, hole-in-one, and more.

*Registration closes on Thursday, July 4, 2024 at 5:00pm ET.*

Important! If you are unable to attend, please contact bepc@bepc.org so all players can be matched up prior to the Outing and avoid any last minute fees. 

Foursome Ticket: 

Sign up with three of your friends as a foursome to compete in the tournament.

• 18-hole: $1,200.00

To register as a foursome, visit our dedicated site.

Not a Golfer? Still Want to Attend? 

BEPC is presenting more options for involvement on July 15th. Sign up for the Golf Clinic covering Full Swing, Putting, and Chipping, or participate in a Round Robin of Tennis or Pickleball (or try both) followed by the evening reception. Alternatively, you can simply attend the evening reception.

The Clinic and Round Robin (pickleball/tennis) are scheduled from 3:00pm to 6:00pm (times subject to change), contingent upon the number of registered players. Space is limited for these activities!

• Golf Clinic and Evening Reception Only Ticket: $125.00
• Round Robin (Tennis/Pickleball) and Evening Reception Only Ticket: $125.00
• Event Reception Only Ticket: $50.00

To register for the Golf Clinic, Round Robin, and Cocktail Reception only, please register through the individual registration site. Under Attendee Selections, please select 2024 Golf Outing | Non Golf Activity & Reception Only, or 2024 Golf Outing | Clinic & Reception Only. Please select the activity tennis/pickle ball below, in the optional section.

Dress Code & House Rules

• Smart Casual Attire is required in all dining areas of the club. In choosing one’s attire, members are requested to use reasonable judgment to maintain the decorum of the Club.
• Throughout the clubhouse and grounds, men are required to wear collared shirts.  Men’s shirts must be tucked in at all times. Dress shirts designed to be untucked are permitted in the Clubhouse.
• Denim – which includes blue and other colored jeans, dungarees, denim shorts, skirts, or jackets – is not permitted throughout the Clubhouse or anywhere on Club grounds. White denim is allowed. Attire that is torn, frayed, mottled, or cut off is not permitted.
• Golf and other hats, hooded sweatshirts/hoodies, bandanas and visors are not appropriate attire to be worn in the clubhouse.  Baseball type caps, hats, bandanas and visors are not appropriate attire. 
• Woodland Golf Club is a soft spike only course. Our Pro Shop will change player’s metal spikes to soft spikes for a fee. Street shoes are not permitted on the golf course.
• Guests must abide by the same dress code as members.
  

NOTE: Further information on this event will come from bepc@bepc.org. Please make sure that your email is set up to allow these messages and does not filter them into your Spam folder.

To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.

Summer Social at Bar Moxy

Join BEPC on the rooftop for drinks and appetizers at the Bar Moxy on Wednesday, July 24, 2024. The event will be held at 120 Tremont, Boston, MA 02116.

Bar Moxy is a unique haven, where panoramic views of Boston create the perfect backdrop for your breakfast meetings, lunch gatherings, and enchanting sunset cocktail parties. Whether you're staying at our exquisite hotel or a local in search of an impressive space to dazzle your friends, we've got you covered.

Experience the magic of Bar Moxy - an exceptional venue that promises unforgettable memories and breathtaking experiences. Your search for the perfect rooftop in Boston ends here.

Schedule: 

Registration Fees:

Light appetizers and drinks will be provided. 

Members - $30

Nonmembers - $50

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here .
To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

Presenter: Elizabeth Forspan, Esq.

Presenter: Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities

Seminar Description

People make estate planning errors every day.  Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity.  In this talk, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided.  Without a doubt, you will see these errors reflected in the planning done by your everyday clients, as well.

Presenters

Eldo Walny, JD, AEP, EPLS

Walny Legal Group, LLC

Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning,asset protection, business succession, probate, trust administration, and he is also experienced in business, tax,and real estate law. He serves as an expert witness in litigation matters and is a noted national speaker, author,and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.

Eido founded Walny Legal Group LLC in 2011 with an eye towards providing clients with high level legalcare, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.

Mr. Walny has been named one of the Best Lawyers in America each year since 2021, and a Wisconsin Super Lawyer each year since 2022. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. Eido was recognized for his contributions to the legal professional as a 2013 “Leader in the Law” by the Wisconsin Law Journal, and named as a Fellow to the Wisconsin Law Foundation’s class of 2013. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal, and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee. Each year between 2008 and 2017, Eido has been named a Wisconsin Rising Star in Milwaukee Magazine, a recognition granted to fewer than 2.5% of attorneys in the state. He was also named a Five Star: Best in Client Satisfaction Wealth Manager each year since 2009 by Milwaukee Magazine. Through the National Association of Estate Planners and Counsels, Eido is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Fewer than 100 attorneys in the nation have attained the EPLS designation. He has also been awarded the international TEP designation from the Society of Trust and Estate Practitioners. Read More.

Schedule

11:30 am - 11:45 pm - Registration, Light Lunch, Networking
11:45 am - 12:00 pm - Opening Remarks
12:00 pm - 1:30 pm - Presentation and Q&A

Registration Fees

Members -$30
Non-Members - $50

To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 
To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.

Presenter: Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

Presenter: Speaker TBD