Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

    • 10/04/2018
    • 4:00 PM - 6:30 PM (EDT)
    • 110 GRILL, 170 Forbes Rd, Braintree, MA 02184
    • 63
    Register


    Don't Miss our October Meeting: A Market Update

    NPEPC welcomes Guest speaker: David Smith, CFA

    Cocktails, Networking & an exciting program!

    NEW LOCATION!


    Click here for meeting details & registration


    • 11/01/2018
    • 7:30 AM - 10:00 AM (EDT)
    • Lombardo's, 6 Billings Street, Randolph, MA 02368
    • 69
    Register


    Don't Miss our November Meeting: Year End Tax Planning Strategies 

    NPEPC welcomes Guest speaker: Laura K. Barooshian, CPA, MST, AEP, CAP

    NEW LOCATION!


    Click here for full details & registration



    • 11/06/2018
    • 11/09/2018
    • Fort Lauderdale Marriott Harbor Beach Resort & Spa

    55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders


    November 6 - 9, 2018 - Ft. Lauderdale, Florida


    • 02/05/2019
    • 7:30 AM - 10:00 AM (EST)
    • Please check Back with us!
    • 74
    Register


    Don't Miss our February Meeting: Digital Assets 

    NPEPC welcomes Guest speaker: Attorney, Laura Fedele Riccio



    Click here for full details & registration




Past events

06/07/2018 2018 NPEPC Annual Meeting
04/26/2018 From Starting Blocks to Finishing Line: Start Maximizing Value Now!
03/22/2018 CANCELED: From Starting Blocks to Finishing Line: Start Maximizing Value Now!
01/11/2018 How Guardianship and Conservatorship Solve Real-Life Family Problems
12/05/2017 Life After Death (Maybe) – Dealing With IRAs After The Participant’s Death When Things Are Not As They Seemed
09/26/2017 XPX New England Mixer Meet and Greet
09/19/2017 Embracing Uncertainty in Planning in Volatile Times
06/22/2017 NPEPC Planning Session for 2017/2018
06/01/2017 2017 NPEPC Annual Meeting
03/23/2017 Why You Should Care: The Advisor’s Guide to Asset Protection Planning
01/25/2017 Planning at the Eleventh Hour: A practitioner’s checklist for clients near death
12/07/2016 2nd Annual NPEPC Holiday Networking Event
11/03/2016 Diminished Capacity: Guiding Clients Through Difficult Decisions
09/15/2016 “Leveraging Life Insurance in Gift Tax Planning”
06/16/2016 NPEPC Planning Session for 2016/2017
06/01/2016 NPEPC Annual Meeting
03/31/2016 “PYA” - Protecting Your Assets from MassHealth and the Cost of Care
01/21/2016 “Decanting: “Revoking” an Irrevocable Trust?”
12/09/2015 NEW! NPEPC Holiday Networking Event
11/18/2015 52nd Annual Conference - NAEPC
09/17/2015 When a Great Estate Plan Collides with Life
06/24/2015 NPEPC Planning Session for 2015/2016
06/10/2015 NPEPC Annual Meeting
03/18/2015 Social Security: Good Things Come to Those Who Wait..and Work!
01/21/2015 An interdisciplinary panel discussion: Business Succession Planning for The Closely Held Business
11/05/2014 51st Annual Conference - NAEPC
09/17/2014 Estate Planning for Florida Snowbirds
Miss a Meeting? Check Out the Handouts:
December 5, 2017

November 3, 2016

September 15, 2016 - Kick Off Meeting

September 17, 2015 - Kick Off Meeting 
 

Norfolk & Plymouth Business and Estate Planning Council


844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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