The end of the 2016-2017 is quickly coming to a close! But we’ve still got two great events coming up before summer arrives and the Board of Directors starts planning for next season:
Lee Poskanzer of Directive Communication Systems; Chris Hawthorne of TGA Cross Insurance and Vincent E. Bonazzoli, Esq., of Family Estate Planning Law Group will discuss this increasingly important topic.
In 2015, the NAEPC Journal of Estate & Tax Planning issued this report about Digital Assets and the challenges estate planning professionals face when identifying and preserving these assets for heirs and beneficiaries.
Join us for our annual signature event at the beautiful Tupper Manor on the campus of Endicott College in Beverly. Enjoy food, cocktails and conversation with colleagues. Dr. Mary A. Burke, senior economist of the Federal Reserve Bank of Boston will be our featured speaker for the evening.
We hope to see you at these events!