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Next Meeting:

Thursday, July 16, 2026

July Breakfast: Beyond the Appraisal: Understanding and Managing Inherited Jewelry

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Essex County Estate Planning Council

ESSEX COUNTY ESTATE PLANNING COUNCIL

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Leadership

President

Tucker McDonald
US Advisory Group
781-246-0222
Send Message to Member

Secretary/Treasurer

Yasmeen N. Kouki, CPA, MST
Matrix Financial LLC
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Board of Directors

Bailey Bishop, Jr., CFA
Eagle Strategies/New York LIfe
617-699-9467
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Board of Directors

Valerie A. McCormack, JD, LLM
Integrative Legal PLLC
978-216-3836
Send Message to Member

Board of Directors

James W. Murphy, J.D., CFP®, AEP®
Northeast Investment Management
617-778-5420
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Board of Directors

Bridget E. Murray, ESQ
CannonMurrayLaw, LLC
978-989-9999
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Board of Directors

Joni A. Stone
FL Putnam Investment Management Company
7815776073
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Administrator

Kim Mahan
Essex County Estate Planning Council
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FEATURED EVENTS

August 6, 2026

Summer Bring-A-Guest Networking Event

See Event Details

UPCOMING EVENTS

July 16, 2026

July Breakfast: Beyond the Appraisal: Understanding and Managing Inherited Jewelry

Abbott & Oaks

See Event Details

September 17, 2026

September Breakfast Kickoff Event -Election 2026: What the Results Could Mean for Estate Planning, Tax Policy and the Markets

First Trust

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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