Past Events

October 30, 2018 Year End Tax Update
October 11, 2018 Appetizers and Appraisals
September 26, 2018 Kickoff Networking Breakfast
June 11, 2018 ECEPC Annual Dinner
May 2, 2018 Multigenerational Planning
April 26, 2018 Member Networking Event
March 23, 2018 The Rapid Rise of ESG
February 26, 2018 How the New Tax Laws Will Affect Personal Federal Income Tax
January 18, 2018 Economic Forecast for 2018
December 11, 2017 Avoiding Financial Fraud and Identity Theft
November 17, 2017 84th Annual New England Trust and Wealth Management Conference and Exhibit
November 14, 2017 Year End Tax Planning
October 16, 2017 Special Needs Planning
September 28, 2017 Elder Abuse: What is it and How Do We Respond?
August 16, 2017 Networking Event at the Beauport Hotel
May 25, 2017 ECEPC Annual Dinner
May 9, 2017 Digital Asset Planning and Cyber Security
April 6, 2017 Wine Tasting | Networking Event at Alfalfa Farm Winery
March 6, 2017 Legislative Review with Congressman Seth Moulton
March 1, 2017 College Planning
January 24, 2017 Economic Forecast for 2017
December 13, 2016 The Do's and Don'ts of Networking
November 1, 2016 Year End Tax Planning
October 18, 2016 The Story of Sway: Ethical Wills
September 20, 2016 Social Security: Factors, Benefits and Strategies
August 17, 2016 Networking Event at the Beauport Hotel
June 20, 2016 ECEPC Annual Dinner
May 17, 2016 Your Client in Medical Crisis: What You Need to Know
April 26, 2016 Brown Bag Lunch Meeting: Recent Developments in Estate Planning Practice
March 22, 2016 Inherited IRAs - Opportunities and Pitfalls
February 23, 2016 Brown Bag Lunch Meeting: Charitable Giving as Part of an Estate Plan
January 21, 2016 Economic Forecast for 2016
December 1, 2015 Cyber Threats and Cyber Insurance
November 17, 2015 Annual Year-End Tax Planning Meeting
October 21, 2015 Lunch Meeting: Lifetime Gifting as Part of an Estate Plan
October 8, 2015 ECEPC Golf Outing
September 17, 2015 Estate Planning Through a Divorce
July 30, 2015 Summer Networking Event
June 8, 2015 ECEPC's Annual Dinner
March 11, 2015 Planning for Elder Care
January 20, 2015 The Benefits of Social Security
November 19, 2014 Essex County Estate Planning Council 2014 Year End Tax Meeting
October 15, 2014 Planning for the Modern Family
September 16, 2014 Essex County Community Foundation: New Efficiency and Effectiveness for Estate Planners
August 27, 2014 Essex County Estate Planning Council Professional Networking Event
May 21, 2014 ECEPC Annual Dinner
May 1, 2014 Trust, Estate and Insurance Planning for Art Collections
April 2, 2014 Nuts & Bolts of the Massachusetts Uniform Trust Code
March 12, 2014 Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients
November 12, 2013 Essex County Estate Planning Council 2013 Year End Tax Planning Meeting
October 23, 2013 Essex County Estate Planning Council Professional Networking Event
September 24, 2013 The American Taxpayer Relief Act of 2012: Addressing the Revenue Side of “The Fiscal Cliff”
May 30, 2013 Essex County Estate Planning Council Annual Dinner Meeting
April 30, 2013 Essex County Estate Planning Council Professonal Networking Event
March 26, 2013 Essex County Estate Planning Council Breakfast Meeting - Planning for Young People with Disabilities
February 12, 2013 Essex County Estate Planning Council presents - The Family Meeting Advantage
December 12, 2012 Essex County Estate Planning Council's 2012 Year End Tax Planning Meeting
November 14, 2012 Essex County Estate Planning Council Professional Networking Event
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