Past Events

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
View Current Events