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Thursday, December 10, 2026

Annual ECEPC Holiday After-Hours Gathering

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Essex County Estate Planning Council

ESSEX COUNTY ESTATE PLANNING COUNCIL

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Leadership

President/Board of Directors

James W. Murphy, J.D., CFP®, AEP®
Northeast Investment Management
617-778-5420
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Secretary/Treasurer

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

Tucker McDonald
US Advisory Group
781-246-0222
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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
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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

October 29, 2026

Networking @ Alfalfa Farms, Topsfield

See Event Details

UPCOMING EVENTS

December 10, 2026

Annual ECEPC Holiday After-Hours Gathering

See Event Details

January 13, 2027

Round-Table Breakfast: Tax Season '27 Best Practices

TBD

See Event Details

February 24, 2027

Round-Table Breakfast: Topic TBD

TBD

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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