Past Events

May 31, 2023 MVEPC Annual Social and Dinner Meeting
Board of Directors
February 7, 2023 Dinner Meeting
Brandon Fink, CFP
June 8, 2022 Brown Bag Lunch Meeting
May 2, 2022 Dinner Meeting
April 13, 2022 Brown Bag Lunch Meeting
March 30, 2022 Breakfast Meeting
March 7, 2022 Dinner Meeting
February 9, 2022 Brown Bag Lunch Meeting
January 10, 2022 Dinner Meeting
December 8, 2021 Brown Bag Lunch Meeting
November 1, 2021 Dinner Meeting
October 13, 2021 Brown Bag Lunch ZOOM Meeting - From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dainne Savastano, Founder and Principal of Healthassist
September 29, 2021 Breakfast Meeting-Networking
September 13, 2021 Zoom Meeting-Cyber Risk Insurance Coverage
Alicia M. Golia - AVP, Senior Marketing Representative - Cyber Risk Solutions
March 10, 2021 Estate Planning Best Practices with Cryptocurrencies & Digital Assets
Jason Pierce
February 17, 2021 Annual Meeting - Virtual - Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
John Fredette, CFA® and Tom Burleigh, CFP®
November 12, 2020 Practical approaches for helping your clients create lasting personal legacies
Susan Trumbull
June 3, 2020 Brown Bag Lunch
May 6, 2020 Virtual Brown Bag Lunch: Secure Act
T. Michael Sullivan and Caleb Harty
May 4, 2020 Dinner: Cancelled due to COVID-19
April 1, 2020 Virtual Brown Bag Lunch: Identify. Align. Execute. - Igniting your Professional Flow
Erin DiCarlo Founder, President, Dovetail Companies and Lauren Watts, Vice President, Director of Operations, Dovetail Companies
March 5, 2020 Regional Networking Event - RSVP by March 1, 2020
March 4, 2020 Brown Bag Lunch: Cyber Risk – Knowing the Risks for Your Business and Insuring Against Them
Alicia Golia, Assistant Vice President, HUB International Cyber Risk Solutions
March 2, 2020 Dinner: Death and Dirt! What Estate Planners Should Know To Make Conveyancers Happy
Ward Graham, Vice President, Senior Underwriting Counsel, Old Republic National Title Insurance Company
February 13, 2020 Social Networking
February 5, 2020 Brown Bag Lunch: Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
Facilitators: John Fredette, CFA® and Tom Burleigh, CFP®, CMH Wealth Management
January 23, 2020 The Philanthropy Talk: How Do I Do It, and Why Should I Do It
The Philanthropic Initiative
January 8, 2020 Brown Bag Lunch: Considerations in Planning for Minor Children: Guardians, Trusts and UTMA Accounts, and 529 Plans and Financial Aid
Holly Vietzke-Lynch
December 4, 2019 Brown Bag Lunch: What is a Dementia Friend?
Judy Trerotola, MPH, CSA
November 6, 2019 Brown Bag Lunch - Value Acceleration
Cameron Scott
November 4, 2019 Dinner: Efficiency LEGO Presentation - Lean Practices and How to Integrate Lean into Our Daily Activities
Constance Maas, Managing Director, The MFA Companies
October 16, 2019 Estate Planning Seminar
Merrimack Valley Estate Planning Council
October 2, 2019 Brown Bag Lunch: From Deductables to Donut Holes
Dianne Savastano
September 9, 2019 Dinner: Numismatics
Warren Mills, Chief Numismatist, Rare Coins of New Hampshire, Inc.
September 4, 2019 Brown Bag Lunch: Hot Topics and Recent Changes in Massachusetts Employment Law
Kavita Goyal, Esq. of Rosen & Goyal
June 5, 2019 Brown Bag Lunch: Planning Session-Lunch Provided
May 6, 2019 Annual Dinner: Traps to Avoid When Developing a Succession Plan for a Professional Services Firm
John Colucci , Esq., CPA
May 1, 2019 Brown Bag Lunch: Navigating the Health Care System
Dianne Savastano, Healthassist
April 17, 2019 Member Networking Social
April 3, 2019 Brown Bag Lunch: Special Education Law*
Holly Lynch, Attorney
March 6, 2019 Brown Bag Lunch: ABLE Accounts
Caleb Harty, CFP
March 4, 2019 Dinner: Recent Developments and Tax Planning for Fiduciaries and Trusts after the Tax Cuts and Jobs Act
Leo Cushing, Esq., CPA, LLM
February 20, 2019 Member Networking Social
February 6, 2019 Brown Bag Lunch: Single Joint Revocable Trusts
Tara Wilson, General Counsel
January 9, 2019 Brown Bag Lunch: Tax Law Update
Jeffrey A. Paquin, CPA, Anstiss & Co., P.C.
January 7, 2019 Dinner: Advanced Directives
Joanne Macinnis, RN
December 5, 2018 Brown Bag Lunch: From the trenches, the realities of aging in place and care options
Jennifer Pilz
November 7, 2018 Brown Bag Lunch: Personal Branding
David Decelle, The Financial Advisors Alliance
November 5, 2018 Dinner: The Future of Estate Planning
Harry Margolis
October 20, 2018 Estate Planning Day
Multiple Area Experts
October 17, 2018 Member Networking
October 3, 2018 Brown Bag Lunch: Long-Term Care Issues
Caleb Harty and Paul Collard
September 20, 2018 Dinner: POSTPONED Death and Dirt! What Estate Planners Should Know To Make Conveyancers Happy
Ward P. Graham, Vice President, Senior Underwriting Counsel of Old Republic National Title Insurance Company
September 5, 2018 Brown Bag Lunch: Early Dementia vs. Normal Aging and the Neuroscience of Brain Health
Karen Postal, Ph.D. Neuropsychologist
June 6, 2018 Special Event: Beer Tasting Networking
May 7, 2018 Dinner-Annual Meeting - Revised Uniform Fiduciary Access to Digital Assets Act
Colin Korzec, Managing Director
May 2, 2018 Brown Bag Lunch- Divorce Overview of the Tax Cut and Jobs Act with emphasis on how it impacts divorcing couples
David H Goodman CPA/ABV/CFF, CVA
April 21, 2018 Estate Planning for All
Attorney T. Michael Sullivan
April 4, 2018 CANCELLED: Brown Bag Lunch - Greystone Farms Tour-RSVP Required
Jolie Whitten and Marie Sullivan
March 7, 2018 Brown Bag Lunch-Tax Law Update
Jeffrey A. Paquin, CPA
March 5, 2018 Dinner - Establishing Domicile
Andree Saulnier
January 8, 2018 Dinner - Global Market Outlook
Jeffrey Kleintop, Senior Global Strategist, Charles Schwab
January 3, 2018 Brown Bag Lunch-Top Financial Planning Mistakes People Make
Dianne Brand, CFP®
December 13, 2017 A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities
Steven J. Oshins, JD, AEP® (Distinguished)
December 6, 2017 Brown Bag Lunch-National EPC Recap
Mary Ellen McIver and Kim Rainen
December 4, 2017 Funn-Filled Evening of Comedy and Networking
Tom Hayes, Comedian
November 6, 2017 Dinner - NH Trusts
Attorney William V. A. Zorn, Director & Chair, Trusts & Estates Department
November 1, 2017 Brown Bag Lunch - Pooled Trusts
Peter M. Macy, Esq., Executive Director, Guardian Community Trust, Inc.
October 31, 2017 National Association of Estate Planners & Councils Minute
October 4, 2017 Brown Bag Lunch - What to do in a natural disaster
Michael Kelly, Director of Claims
September 21, 2017 CANCELLED-Networking-New Member Social
The Board and Executive Committee
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
Attorney Lisa Neeley
September 6, 2017 Brown Bag Lunch - Planning for and Managing the Impaired Beneficiary
Arden O'Connor, Founder O'Connor Professional Group
June 7, 2017 Brown Bag Lunch: Long-Term Care Insurance
Sue Devlin, LTC/DI Specialist
May 8, 2017 Dinner - Client Primacy - Inspiring Intentional Outcomes
David Richman
May 3, 2017 Brown Bag Lucnh: Security for High Net Worth Individuals
David M. Cullen
April 5, 2017 Brown Bag Lunch: Divorce and Estate Planning - Approved for 1 CFP CE Credit.
JoAnne Meyers
March 6, 2017 Dinner: Art Appraisals / Coin Collections
Allyson Lee Art Appraiser, Eric Carlson, Lexington Coin
March 1, 2017 Brown Bag Lunch: Special Needs Financial/Estate Planning 101
Caleb Harty: Harty Financial & Insurance Services
February 1, 2017 Brown Bag Lunch: Business Succession Planning
John Colucci
January 9, 2017 Dinner: Pfannenstiehl vs. Pfannenstiehl
Robert J. O'Regan, Esq.
January 4, 2017 Brown Bag Lucnh: Ethical wills: Expanding the definitions of wealth and legacy
Susan Turnbull
December 7, 2016 Brown Bag Lunch: Converting Existing life insurance Policies into a Long Term Care Benefit Account
Chris Orestis
November 7, 2016 Dinner: Estate Planning and Charitable Giving: The Professional Advisors Role
David Edwards, ECCF
November 2, 2016 Brown Bag Lunch: Discounting for FLPs
Mark Skandier, Esq.
October 5, 2016 Brown Bag Lunch: Reverse Mortgages
Stephen Greenberg
September 12, 2016 Dinner Meeting: Beneficiary Defective Inheritor’s Trusts (BDIT)
Vincent Bonnazoli, Esq.
September 7, 2016 Brown Bag Lunch: Life Settlements
John Franzen
View Current Events