Past Events

October 22, 2019 Year-End Tax Update
Ryan Swartz, Esq., McLane Middleton; Jerry Mahan, CPA, MFA
September 12, 2019 State Legislative Update
Brad Papalardo, Esq., Mass Bankers Association
August 22, 2019 Drop-In Networking Event at True North Ale Company
June 18, 2019 Networking Event at Finz
May 30, 2019 The ECEPC Annual Dinner
Beth Francis, President & CEO, Essex County Community Foundation
April 23, 2019 How Breaking Bias Can Improve Your Profitability
Lawler Kang, Founder, League of Allies
March 26, 2019 Networking Event | AEP Information Session
February 27, 2019 Got Conflict? Let's Talk
North Shore Community Mediation Center
January 24, 2019 Economic Forecast for 2019
Chris Konstantinos, Chief Investment Strategist, RiverFront Investment Group
October 30, 2018 Year End Tax Update
Ryan Swartz, Esq., McLane Middleton; Jerry Mahan, CPA, MFA
October 11, 2018 Appetizers and Appraisals
Stuart Miller
September 26, 2018 Kickoff Networking Breakfast
Networking Breakfast
June 11, 2018 ECEPC Annual Dinner
Keiko Orrall, Candidate for State Treasurer
May 2, 2018 Multigenerational Planning
Ron Nakamoto, Empowered Wealth; Bob Clark; Janney
April 26, 2018 Member Networking Event
Networking Event
March 23, 2018 The Rapid Rise of ESG
Natasha Lamb, Arjuna Capital; Alex Lamb, New Summit Investments
February 26, 2018 How the New Tax Laws Will Affect Personal Federal Income Tax
Richelle Maguire, Marcum LLP
January 18, 2018 Economic Forecast for 2018
Mark Luschini, Chief Investment Strategist, Janney Montgomery Scott LLC
December 11, 2017 Avoiding Financial Fraud and Identity Theft
Tim Depin, Constituent Services Coordinator, Office of the Attorney General
November 17, 2017 84th Annual New England Trust and Wealth Management Conference and Exhibit
This is NOT an ECEPC event; See description for details.
November 14, 2017 Year End Tax Planning
Ryan Swartz, Esq., McLane Middleton; Jerry Mahan, CPA, MFA
October 16, 2017 Special Needs Planning
Atty. Vinny Bonazzoli, Caleb Harty and Terasa Marshall
September 28, 2017 Elder Abuse: What is it and How Do We Respond?
Joanne MacInnis, RN, Aberdeen Home Care, Inc.; Representative from SeniorCare, Inc.
August 16, 2017 Networking Event at the Beauport Hotel
Networking
May 25, 2017 ECEPC Annual Dinner
Dr. Mary A. Burke, Senior Economist, Federal Reserve Bank of Boston
May 9, 2017 Digital Asset Planning and Cyber Security
Lee Poskanzer, Directive Communication Systems; Chris Hawthorne, TGA Cross Insurance; Vincent E. Bonazzoli, Esq., Family Estate Planning Law Group
April 6, 2017 Wine Tasting | Networking Event at Alfalfa Farm Winery
March 6, 2017 Legislative Review with Congressman Seth Moulton
Congressman Seth Moulton
March 1, 2017 College Planning
James Guarino, CPA/PFS, CFP, MST, Moody, Famiglietti & Andronico
January 24, 2017 Economic Forecast for 2017
Mark Luschini, Chief Investment Strategist, Janney Capital Management
December 13, 2016 The Do's and Don'ts of Networking
Joe Chatham, Founder, USA 500 Clubs
November 1, 2016 Year End Tax Planning
Ryan Swartz, Esq., McLane Law Firm and Sarah Willwerth-Dyer, CPA, Anthony & Dodge
October 18, 2016 The Story of Sway: Ethical Wills
Susan Turnbull, Personal Legacy Advisors
September 20, 2016 Social Security: Factors, Benefits and Strategies
Stephen Richardson, Deputy Regional Communications Director, Social Security Administration
August 17, 2016 Networking Event at the Beauport Hotel
Networking
June 20, 2016 ECEPC Annual Dinner
Jay Ash, Secretary of Housing and Economic Development
May 17, 2016 Your Client in Medical Crisis: What You Need to Know
Joanne MacInnis, RN, Aberdeen Home Care, Inc.
April 26, 2016 Brown Bag Lunch Meeting: Recent Developments in Estate Planning Practice
Vincent E. Bonazzoli, Esq.
March 22, 2016 Inherited IRAs - Opportunities and Pitfalls
David Strachan, Cambridge Trust Company
February 23, 2016 Brown Bag Lunch Meeting: Charitable Giving as Part of an Estate Plan
Dave Edwards, Essex County Community Foundation
January 21, 2016 Economic Forecast for 2016
Maureen Kelliher, CFA, Cambridge Trust Company
December 1, 2015 Cyber Threats and Cyber Insurance
Chris Hawthorne, CPCU, CIC, TGA, Cross Insurance
November 17, 2015 Annual Year-End Tax Planning Meeting
Tom Anthony, CPA; George Cushing, Esq.
October 21, 2015 Lunch Meeting: Lifetime Gifting as Part of an Estate Plan
Ryan Swartz, Esq., McLane Law Firm
October 8, 2015 ECEPC Golf Outing
September 17, 2015 Estate Planning Through a Divorce
Jeff Melick, Esq., Kates & Barlow, PC
July 30, 2015 Summer Networking Event
June 8, 2015 ECEPC's Annual Dinner
U.S. Congressman Seth Moulton
March 11, 2015 Planning for Elder Care
Dianne Savastano, Healthassist; Eileen Berman, Independent Living Solutions, Inc.; Paul Bernstein, Esq., Bernstein Law Group
January 20, 2015 The Benefits of Social Security
Stephen Richardson, Deputy Regional Communications Director, Social Security Administration
November 19, 2014 Essex County Estate Planning Council 2014 Year End Tax Meeting
George L. Cushing, Esq., and Thomas B. Anthony, CPA
October 15, 2014 Planning for the Modern Family
Lori Epstein, Vice President, Advanced Markets, Financial Planning and Special Needs Planning, MetLife Premier Client Group
September 16, 2014 Essex County Community Foundation: New Efficiency and Effectiveness for Estate Planners
David Welbourn, President and CEO, Essex County Community Foundation
August 27, 2014 Essex County Estate Planning Council Professional Networking Event
May 21, 2014 ECEPC Annual Dinner
TBD
May 1, 2014 Trust, Estate and Insurance Planning for Art Collections
Katja Zigerlig, VP, Fine Arts, Wine & Jewelry Insurance, AIG Private Client Group
April 2, 2014 Nuts & Bolts of the Massachusetts Uniform Trust Code
Attorney Timothy D. Sullivan of AndoverLaw, P.C.
March 12, 2014 Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients
Patricia M. Annino, Esq. and Gerard J. Donnellan, PhD
November 12, 2013 Essex County Estate Planning Council 2013 Year End Tax Planning Meeting
George L. Cushing, Esq. & Thomas B. Anthony, CPA
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”
David Strachan, Senior Vice President & Head of Trust Administration at Cambridge Trust Company
May 30, 2013 Essex County Estate Planning Council Annual Dinner Meeting
Dr. Roger Brinner
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
Jan P. Myskowski & Donald Freedman, Esq.
February 12, 2013 Essex County Estate Planning Council presents - The Family Meeting Advantage
Vincent E. Bonazzoli, Esq.
December 12, 2012 Essex County Estate Planning Council's 2012 Year End Tax Planning Meeting
George L. Cushing, Esq. and Thomas B. Anthony, CPA
November 14, 2012 Essex County Estate Planning Council Professional Networking Event
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