Past Events

November 18, 2025 Virtual Event: How Aging Life Care Managers Proactively Guide Your Clients to their Best Life
Joan Harris, LSW, MBA, CMC
October 16, 2025 After Hours Networking Event Sponsored by Free-Style Living in South Yarmouth
Sponsorship by Freestyle Living
June 10, 2025 “After the Diagnosis: Empowering Your Clients to Make Informed Decisions After a Life-Changing Diagnosis.”
Kristine Callahan
May 13, 2025 Trust Provisions: Perspectives from a drafting attorney and trust officer
Margaret Patterson & James Gavin
March 11, 2025 Reverse Mortgages Explained: Benefits, Risks, and What You Need to Know
Chris Downey- The Federal Savings Bank
January 14, 2025 2024 - 2025 Market Commentary & Outlook
Nancy Taylor, CFA, CAIA®, Cape Cod 5
November 13, 2024 2024 Annual Philanthropy Day on Cape Cod
Kara Logan Berlin, Founder & CEO of Harvest
October 8, 2024 Trust Owned Life Insurance and Policy Management 1 Hour Approved CPE, CFP® and CTFA Continuing Ed
Seth J. Buckley, CFP, CLU, ChFC, MSFS, AEP, TEP
June 11, 2024 EPCCC Annual Meeting - Between a Rock and a Hard Place - Estate Planning in MA 2024 Edition
Anna Byrne
March 12, 2024 OPTIONS FOR MATURE OR NEGLECTED LIFE INSURANCE POLICIES 1 Hour Approved CPE, CFP® and CTFA Continuing Ed
Seth Buckley, CFP®, CLU®, ChFC®, MSFS, AEP®, TEP
January 9, 2024 2023 / 2024 Market Update & Outlook
Dan Scansaroli, Ph.D., UBS Chief Investment Office
December 12, 2023 VIRTUAL ONLY - Special Event - Income Tax Planning focusing on Retirement, including SECURE Act 2.0
Rachel Votto
November 15, 2023 Philanthropy Day 2023 - Philanthropy Partners of the Cape & Islands
Keynote Speaker James Morton 30 for 30: Leadership and Legacy
October 19, 2023 After Hours Networking at Anejo Mexican Bistro!
Special Guests from the Cape Cod Senior Resource Group Board of Directors & Falmouth Service Center
June 13, 2023 Annual Meeting & Panel Discussion - Collaborative Estate Planning & 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
May 9, 2023 Passion Assets: Estate Planning for Fine Art and Collectibles
Karen Keane, CEO of Bonhams Skinner, and Lisa F. Sherman, Esq., of Latanzi Spaulding & Landreth
March 14, 2023 Expert Answers to Your Social Security Questions
Kurt Czarnowski of Czarnowski Consulting
January 10, 2023 Market update with Rockland Trust Investment Management Group
Michael Sayers, CFA® Portfolio Manager Rockland Trust
November 9, 2022 Philanthropy Day - Philanthropy Partners of the Cape and Islands
Kristy Senatori & Kristin O’Malley
October 12, 2022 Social Gathering at Cape Cod Beer
Marc L. Goldberg, SCORE Mentor
June 14, 2022 Annual Meeting at the Hyannisport Club
Hon. Susan Tierney, First Justice, & Anastasia Welsh Perrino, Register of Probate
May 10, 2022 Social Gathering at Cape Cod Beer
William D. Kirchick, Esq., AEP®, President NAEPC 2021
March 8, 2022 VIRTUAL - Preparing Your Clients to Sell Their Business
James M. Callahan, Esq. & Michaela Herlihy, CFP
March 8, 2022 IN-PERSON - Preparing Your Clients to Sell Their Business
James M. Callahan, Esq. & Michaela Herlihy, CFP
January 11, 2022 VIRTUAL - Special Needs Planning & LTC Insurance (two topics in one luncheon)
Scott Scales & Jack Gates, both of Rockland Trust
January 11, 2022 IN-PERSON IS CANCELED - (NOW TO BE HELD VIRTUALLY ONLY) - Special Needs Planning & LTC Insurance (two topics in one luncheon)
Scott Scales & Jack Gates, both of Rockland Trust
September 22, 2021 Dr. Sean P. Horrigan, of Neurologists of Cape Cod, discusses Dementia
Dr. Sean P. Horrigan
September 22, 2021 VIRTUAL OPTION - Dr. Sean P. Horrigan, of Neurologists of Cape Cod, discusses Dementia
Dr. Sean P. Horrigan
June 8, 2021 Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits
Natalie B. Choate
May 11, 2021 Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance
Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company
March 9, 2021 1919 The Year That Changed America
Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee
January 12, 2021 Legislative Update & State of the Massachusetts Estate Tax
Senator Julian Cyr, Massachusetts State Senate, Cape & Islands District
September 22, 2020 Learn 3 Simple Networking Tips Taken from YOUR Estate Planning Process
Helen Kosinski
September 15, 2020 Special Event! PPP Loan Forgiveness
Matthew Burke, Co-President of Cape Cod Five & Timothy Kelleher, Chief Commercial Lending Officer of Cape Cod Five
June 9, 2020 Medicare, Medicaid & Long Term Care Planning
Deborah Ford
March 10, 2020 NAEPC Update
Patrick Murphy
January 21, 2020 Massachusetts Estate Tax Update
Todd E. Lutsky
November 19, 2019 Philanthropy Day
November 7, 2019 IFAW Open House for Estate Planning Professionals
October 17, 2019 Quality of Life Summit 2019 (Sponsored by Cape Cod Healthcare)
September 10, 2019 How to Organize and Hold a Successful Family Meeting to Retain Your Best Clients
Robert Mauterstock
June 11, 2019 EPCCC Annual Meeting
The Honorable Judge Angela M. Ordonez, Barnstable Probate and Family Court
May 7, 2019 Donor Advised Funds & Planning for Charity
Kristin O’Malley, Cape Cod Foundation and Brooks S. Thayer, La Tanzi, Spaulding, & Landreth
March 12, 2019 What I Learned at the 2019 Heckerling Institute on Estate Planning
Thomas A. Rockwell, Esq. & Sara Goldman Curley, Esq., Nutter McClennen & Fish
January 8, 2019 Advanced Planning & Health Care on Cape Cod Plus a Discussion on Guardianship
Dr. Donald Guadagnoli, Tina Soares and Karen Hanesian, Esq.
October 30, 2018 Philanthropy Day
September 11, 2018 Tax Cuts and Jobs Act AKA: Blue State Blues
Robert N. Storey, CPA/ABV, CVA
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