Past Events

May 6, 2019 Annual Dinner: Traps to Avoid When Developing a Succession Plan for a Professional Services Firm
May 1, 2019 Brown Bag Lunch: Navigating the Health Care System
April 17, 2019 Member Networking Social
April 3, 2019 Brown Bag Lunch: Special Education Law*
March 6, 2019 Brown Bag Lunch: ABLE Accounts
March 4, 2019 Dinner: Recent Developments and Tax Planning for Fiduciaries and Trusts after the Tax Cuts and Jobs Act
February 20, 2019 Member Networking Social
February 6, 2019 Brown Bag Lunch: Single Joint Revocable Trusts
January 9, 2019 Brown Bag Lunch: Tax Law Update
January 7, 2019 Dinner: Advanced Directives
December 5, 2018 Brown Bag Lunch: From the trenches, the realities of aging in place and care options
November 7, 2018 Brown Bag Lunch: Personal Branding
November 5, 2018 Dinner: The Future of Estate Planning
October 20, 2018 Estate Planning Day
October 17, 2018 Member Networking
October 3, 2018 Brown Bag Lunch: Long-Term Care Issues
September 20, 2018 Dinner: POSTPONED Death and Dirt! What Estate Planners Should Know To Make Conveyancers Happy
September 5, 2018 Brown Bag Lunch: Early Dementia vs. Normal Aging and the Neuroscience of Brain Health
June 6, 2018 Special Event: Beer Tasting Networking
May 7, 2018 Dinner-Annual Meeting - Revised Uniform Fiduciary Access to Digital Assets Act
May 2, 2018 Brown Bag Lunch- Divorce Overview of the Tax Cut and Jobs Act with emphasis on how it impacts divorcing couples
April 21, 2018 Estate Planning for All
April 4, 2018 CANCELLED: Brown Bag Lunch - Greystone Farms Tour-RSVP Required
March 7, 2018 Brown Bag Lunch-Tax Law Update
March 5, 2018 Dinner - Establishing Domicile
January 8, 2018 Dinner - Global Market Outlook
January 3, 2018 Brown Bag Lunch-Top Financial Planning Mistakes People Make
December 13, 2017 A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities
December 6, 2017 Brown Bag Lunch-National EPC Recap
December 4, 2017 Funn-Filled Evening of Comedy and Networking
November 6, 2017 Dinner - NH Trusts
November 1, 2017 Brown Bag Lunch - Pooled Trusts
October 31, 2017 National Association of Estate Planners & Councils Minute
October 4, 2017 Brown Bag Lunch - What to do in a natural disaster
September 21, 2017 CANCELLED-Networking-New Member Social
September 11, 2017 Dinner - Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services
September 6, 2017 Brown Bag Lunch - Planning for and Managing the Impaired Beneficiary
June 7, 2017 Brown Bag Lunch: Long-Term Care Insurance
May 8, 2017 Dinner - Client Primacy - Inspiring Intentional Outcomes
May 3, 2017 Brown Bag Lucnh: Security for High Net Worth Individuals
April 5, 2017 Brown Bag Lunch: Divorce and Estate Planning - Approved for 1 CFP CE Credit.
March 6, 2017 Dinner: Art Appraisals / Coin Collections
March 1, 2017 Brown Bag Lunch: Special Needs Financial/Estate Planning 101
February 1, 2017 Brown Bag Lunch: Business Succession Planning
January 9, 2017 Dinner: Pfannenstiehl vs. Pfannenstiehl
January 4, 2017 Brown Bag Lucnh: Ethical wills: Expanding the definitions of wealth and legacy
December 7, 2016 Brown Bag Lunch: Converting Existing life insurance Policies into a Long Term Care Benefit Account
November 7, 2016 Dinner: Estate Planning and Charitable Giving: The Professional Advisors Role
November 2, 2016 Brown Bag Lunch: Discounting for FLPs
October 5, 2016 Brown Bag Lunch: Reverse Mortgages
September 12, 2016 Dinner Meeting: Beneficiary Defective Inheritor’s Trusts (BDIT)
September 7, 2016 Brown Bag Lunch: Life Settlements
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