Annual Meeting & Panel Discussion - Collaborative Estate Planning & Administration
Join your fellow EPCCC members for a panel discussion of best practices and case studies highlighting the benefits of collaborative estate planning and administration. Attorney Christopher J. Ward, Managing Partner at LaTanzi, Spaulding & Landreth; CPA Brian M. Carey, partner at DePaola, Begg & Associates, PC; and Senior Financial Advisor James L. Botsford, Vice President at Cape Cod Five will be our panelists, and Wealth Management Officer Elizabeth P. Grady, Assistant Vice President at Cape Cod Five, will moderate.
If you are interested in golf following the event, please email Pat Murphy for details and registration: Patrick.murphy@ubs.com.
We will also be nominating and voting for officers for the 2023-2024 fiscal year. The proposed slate of officers is as follows:
OFFICERS:
President: Elizabeth P. Grady, ChFC®, RICP®
Assistant Vice President | Wealth Management Officer, Cape Cod Five
President-elect: Claudia Bender CFP®, Vice President & Relationship Manager, Rockland Trust Company Investment Management Group
Vice-President: Kelli M. Grew, CERTIFIED FINANCIAL PLANNER™, Partner, Vice President of Financial Planning, Beacon Financial Planning
Treasurer: Kevin Skrickis, CPA, Partner - DePaola, Begg & Associates, PC
Secretary/Clerk: Kristine Callahan, CPC, CSA, CDP, Senior Living Advisor, Care Concierge of New England
ADDITIONAL MEMBERS OF THE EXECUTIVE COMMITTEE:
Margaret Patterson, JD, Associate Counsel, Advanced Markets, John Hancock
Patrick Murphy. Financial Advisor, UBS
Seth J. Buckley, CFP, CLU, ChFC, MSFS, AEP, TEP, Buckley Financial
Please RSVP by Friday, June 9, 2023 if you would like to attend. You can RSVP directly on our website or simply hit the “RSVP Now for this Event” button on this email for a direct link to the registration page. If you are a current member, choose “prepaid” as your payment method on the registration screen.
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.
For panelist bios, please see below:
James L. Botsford, CFP: https://www.capecodfive.com/people/jim-botsford
Brian M. Carey, CPA: https://cpacapecod.com/about/partners/brian-m-carey/
Christopher J. Ward, Esq.: https://www.latanzi.com/professionals/christopher-j-ward/
