2017-2018 Schedule of Events*


Thank you for your interest in the Essex County Estate Planning Council’s events. To help ensure a robust Council, we encourage your attendance and participation in all of our events! As a reminder, FIRST-TIME guests of ECEPC members are admitted free of charge!

Sept. 28              Breakfast Meeting /Spinelli’s of Lynnfield
Topic: Elder Abuse: What Is It and How Do We Respond?
Speakers: Joanne MacInnis, RN, Aberdeen Home Care, Inc.
Renee Gauthier, Protective Service Program Manager, SeniorCare, Inc.

Oct. 16                Lunch Meeting /Location TBA
Topic: Special Needs Planning
Speakers: Caleb Harty, Harty Financial
Vincent E. Bonazzoli, Family Estate Planning Law Group
Terasa M. Marshall, CPA, Anthony & Dodge

November         Breakfast Meeting /Spinelli’s of Lynnfield
Topic: Year-End Tax Planning
Speakers: Jerry Mahan, CPA, Moody, Famiglietti & Andronico
Ryan J. Swartz, McLane Middleton

December         Lunch Meeting /Location TBA
Topic: Technology: Identification Theft and Protection
Speaker: TBA

January              Breakfast Meeting / Spinelli’s of Lynnfield
Topic: 2018 Economic Forecast
Speaker: Mark Luschini, Chief Investment Strategist, Janney Capital

February            Lunch Meeting /Location TBA
Topic: TBA
Speaker: TBA

March                 Breakfast Meeting /Spinelli’s of Lynnfield
Topic: Update on Environmental, Social and Governance Investing
Speaker: TBA

April                   Networking Event/Local Brewery TBA
Topic: Networking and AEP Information Session

May                     Breakfast Meeting/Spinelli’s of Lynnfield
Topic: Multigenerational Planning
Speakers: Bob Clark, Janney Montgomery Scott, LLC
Ron Nakamoto, Empowered Wealth Annual

June                     Annual Dinner/Tupper Manor, Beverly


*Note – Dates and speakers are subject to change; additional meetings may be added. Unless otherwise noted, Breakfast Meetings start at 7:30am; Lunch Meetings will begin at noon. Registration information for events can be found at www.essexcountyepc.org.


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