Past Events

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