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Next Meeting:

Thursday, October 16, 2025

After Hours Networking Event Sponsored by Free-Style Living in South Yarmouth

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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
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.

UPCOMING EVENTS

October 16, 2025

After Hours Networking Event Sponsored by Free-Style Living in South Yarmouth

Sponsorship by Freestyle Living

See Event Details

November 19, 2025

Virtual Event: How Aging Life Care Managers Proactively Guide Your Clients to their Best Life

Joan Harris, LSW, MBA, CMC

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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