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Wednesday, June 11, 2025

ECEPC June Breakfast & Presentation: Protecting Client Wealth (from Lawsuits)

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Essex County Estate Planning Council

ESSEX COUNTY ESTATE PLANNING COUNCIL

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Joni A. Stone

Wealth Manager
Principal/Private Client Advisor
FL Putnam Investment Management Company
FL Putnam
6 Kimball Lane
Lynnfield, MA
Map it

Phone: 7815776073
Send a Message to Joni Stone
Website: www.flputnam.com

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FEATURED EVENTS

July 23, 2025

ECEPC Summer Bring-A-Guest Networking Event

See Event Details

UPCOMING EVENTS

June 11, 2025

ECEPC June Breakfast & Presentation: Protecting Client Wealth (from Lawsuits)

Paul Bernstein, The Bernstein Law Group

See Event Details

August 12, 2025

ECEPC After-Hours Networking August @ Michael's Harborside

See Event Details

September 24, 2025

Political & Policy Update for Estate Planners

Patrick Quinlivan, Principal, Blackstone Private Wealth

See Event Details

See Full Calendar

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