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
TBD |
May 2, 2022 |
Dinner Meeting
TBD |
April 13, 2022 |
Brown Bag Lunch Meeting
TBD |
March 30, 2022 |
Breakfast Meeting
TBD |
March 7, 2022 |
Dinner Meeting
TBD |
February 9, 2022 |
Brown Bag Lunch Meeting
TBD |
January 10, 2022 |
Dinner Meeting
TBD |
December 8, 2021 |
Brown Bag Lunch Meeting
TBD |
November 1, 2021 |
Dinner Meeting
TBD |
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
None |
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
TBD |
May 6, 2020 |
Virtual Brown Bag Lunch: Secure Act
T. Michael Sullivan and Caleb Harty |
May 4, 2020 |
Dinner: Cancelled due to COVID-19
TBD |
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
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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
TBD |
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
TBD |
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
TBD |
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
TBD |
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
TBD |
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
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
Several |
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 |
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