Norfolk & Plymouth Estate and Business Planning Council


Upcoming events

    • 04/21/2021
    • 5:00 PM - 6:00 PM (EDT)
    • NPEPC ZOOM - after you complete your registration at you will receive a confirmation email with a link to securely register on our ZOOM platform
    • 18

    NPEPC is excited to announce to Members...

    As Zoom fatigue sets in, let's mix it up a bit and pull together members of NPEPC, NAIFA NH and Boston FSP for a little fun and competition hosted by David L. Yas, Esq., Founder and CEO, Boston Podcast Network LLC. It's part comedy, part game show but all fun!

    Join your collegues in a 60 minute format, hosted by David L. Yas, Founder and CEO of The Boston Podcast Network who will engage in an interactive-trivia-brainteaser game (focus will be estate and retirement planning) using smartphones. Our leaderboard will be updated on screen for those of you who with a competitive spirit! David will also host live interviews with participants.

    About our Host...

    David L. Yas is the Founder and CEO of The Boston Podcast Network. He has been producing podcasts since 2015 and has put his signature on approximately 1,000 episodes as a creative influence, host, editor, and promoter. He is the host of The Boston Podcast, one of the city's few independent daily shows, which has logged more than 70,000 downloads.

    David spent many years in the newspaper business. He was the publisher of Massachusetts Lawyers Weekly, which he guided to an all-time high in paid circulation and profits. A lawyer for more than 20 years, earlier in his career he practiced law with Ruberto, Israel & Weiner. Yas earned a BA in communications from the University of Pennsylvania and a JD from Boston University School of Law.

    David has served as a commentator providing perspective on legal matters for a wide range of media outlets, including CNN, CNBC, NPR Radio and the Boston Globe. Yas was named Best Humor Columnist by the New England Press Association in 2008. David served as an on-air host for his alma mater B.U. School of Law’s monthly podcast. 

    He served two terms as the moderator for the town of Sharon, Massachusetts, where he resides with his family and coaches youth sports. He is also the founder of the NE500 Clubs Special Needs and Elder Care Consortium and contributes his time to many special needs organizations.

    Come join the fun! Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. 

Past events

01/14/2021 Everything You Wanted to Know About Special Needs Trusts, But Didn’t Think to Ask!
12/16/2020 Required Minimum Distribution: Update On Recent & Proposed Legislation & Its Impact On Distribution Strategies
12/09/2020 Virtual Shift: How to Work Online with Meetings, Webinars and More
09/23/2020 Ten Things to Know in Talking to Your Kids About Prenups: NPEPC Virtual Lunch Round Table Discussion
08/25/2020 NPEPC Annual Meeting with Guest Speaker...Donald L. Cabell, United States Magistrate Judge, District of Massachusetts
08/12/2020 Creative Ways to Fund Business Owner Retirement
06/10/2020 NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
03/10/2020 Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning - NPEPC Breakfast Round Table Discussion
02/06/2020 Understanding Medicare so you can advise your clients of the steps they need to take to make the transition: NPEPC Lunch Round Table Discussion
01/09/2020 DEFINING SRI: A Introduction to Sustainable and Responsible Impact Investing - NPEPC Breakfast Round Table Discussion
12/10/2019 Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee? - NPEPC Breakfast Round Table Discussion
11/06/2019 Retirement Planning under the Current Tax Law: NPEPC Lunch Round Table Discussion
11/05/2019 56th Annual NAEPC Conference
10/24/2019 The Anatomy of a Cyber Attack and Cybersecurity Best Practices - NPEPC Breakfast Round Table Discussion
10/17/2019 NPEPC Kick Off Networking Event at Trillium in Canton
09/12/2019 NPEPC Annual Meeting welcomes Asa C. Morse, Supervisory Special Agent - US Drug Enforcement Administration
05/02/2019 NPEPC Meet the Members..networking event
03/28/2019 Your Health and Your Money - A MassHealth Update
03/07/2019 LIFE BEYOND DEATH: the ongoing existence of your Digital Assets
01/22/2019 New Member Meet & Greet Breakfast
01/08/2019 "Serving The Women's Market" - NPEPC Brown Bag Lunch - Members ONLY
12/12/2018 NEW! NPEPC Brown Bag Lunch - Members ONLY
11/06/2018 55th Annual NAEPC Conference
11/01/2018 Year End Tax Planning Strategies
10/25/2018 Meet the Members..networking event
10/04/2018 A Market Update
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


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

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