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Estate Planning Council of Cape Cod

ESTATE PLANNING COUNCIL OF CAPE COD

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Leadership

President

Claudia Bender, CFP® CTFA
Rockland Trust
508-957-1264
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President Elect

Heather Lynch
Beacon Financial Planning
508-790-7039
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Vice President

Seth Buckley, CFP®, CLU®, ChFC®, MSFS, AEP®, TEP®
Buckley Financial
5083929823
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Secretary

Kristine Callahan, CPC, CDP
Symphony Care Management, LLC
508-280-2006
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Treasurer

Kevin Skrickis
DePaola Begg & Assocaiates
508-775-7819
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Board Member

Emily Mullane, CFP®,CPFA
Axial Financial Group
508-771-8974
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Board Member

Natalie M. Peters
La Tanzi, Spaulding, & Landreth
5082552133
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Board Member

Pat Phelan, CFP®, ChFC®, CLU®, CLTC®, CBDA, WMCP®, RICP®, AEP®
White Cap Financial
215-919-9998
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Unauthorized use of member contact information is prohibited.

FEATURED EVENTS

January 13, 2026

2026 Market outlook

See Event Details

January 15, 2026

Big Beautiful Bill Update

Steve Olsen, Professor of Tax Law at Villanova University

See Event Details

April 14, 2026

Healthcare Proxy & MOLST: Medical Perspectives, Planning, and Complexities

Dr. Robert Davis

See Event Details

May 12, 2026

The Importance of Proper Diagnosis and Treatment for our Aging Clients

Dr. Sean Horrigan, DO, FANN

See Event Details

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National Association of Estate Planners & Councils

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