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
January Breakfast Meeting / Spinelli’s of Lynnfield
Topic: 2018 Economic Forecast
Speaker: Mark Luschini, Chief Investment Strategist, Janney Capital
February Lunch Meeting /Location TBA
March Breakfast Meeting /Spinelli’s of Lynnfield
Topic: Update on Environmental, Social and Governance Investing
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.