NAEPC & Heckerling Update
Please join us for our March EPCCC Meeting!
Tuesday, March 10, 2020 11:45 AM – 1:30 PM
Alberto's Ristorante 360 Main Street, Hyannis, MA
“NAEPC & Heckerling Update”
This presentation will be led by Patrick Murphy, Financial Advisor, UBS, and will include an update from attendees of the 56th Annual NAEPC Advanced Estate Planning Strategies Conference and the 54th Annual Heckerling Instiute on Estate Planning. Patrick Murphy graduated from Boston College in 2003 with a degree in accounting and earned a JD from Suffolk Law School in 2007. After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, Patrick wanted to return home to his roots on Cape Cod and joined The Chapin Group in 2017.
Guest Fees & Rules: Guest fees of EPCCC members are now $50.00 and are due prior to or at the time of the event. Guest fees can be paid on our website via credit card, or at the event via credit card, cash or check payable to EPCCC. PLEASE NOTE: You may only attend a lifetime maximum of three (3) EPCCC meetings as a guest, beyond that you must become a member. If you become a member on the day of the meeting you are attending as a guest, we will credit the guest fee against your membership fees.