Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

    • 05/02/2019
    • 4:30 PM - 6:30 PM (EDT)
    • Widowmaker Brewing Tap Room, 220 Wood Road, Braintree MA 02184
    • 60
    Register


    Widowmaker Brewing Tap Room


    Meet the Members..networking event

    First 20 attendees get a drink on us!  Snacks will be served.

    Your host for the evening will be Daniel Paris CFP® 

    Meet your host...

    Daniel Paris is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Boston. Dan works closely with high and ultra-high net worth individuals and families to define and pursue the financial goals and priorities that are important to them. He has particular depth in serving senior executives and entrepreneurs, private company business owners, and private equity principals.

    Dan leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, including traditional, alternative, and specialty asset management; trust and estate planning services, liquidity-event strategies, sophisticated lending, such as aircraft, marine, fine art and real estate finance; wealth transfer strategies; planned giving and philanthropy. As the key point of contact, Dan provides coordination of the U.S. Trust to deliver an engaging client experience.

    Daniel Paris is a graduate of University of Vermont with a Bachelor of Science degree in Political Science. Daniel is a CERTIFIED FINANCIAL PLANNER (CFP®) certificate awarded by the Certified Financial Planner Board of Standards, Inc.

    Dan is active in the community, he belongs to the Norfolk and Plymouth Estate and Business Planning Council, Boston Estate Planning Council and The Boston College Club. Dan lives in Medfield, MA with his wife and children.

    • 06/06/2019
    • 11:30 AM - 1:30 PM (EDT)
    • Hilton Boston/Dedham, 25 Allied Drive, Dedham, MA 02026
    • 72
    Register

    NPEPC welcomes Guest Speaker:

    Asa C. Morse, Supervisory Special Agent, US Drug Enforcement Administration

    The Opioid Epidemic – From China to the South Shore

    US Drug Enforcement Administration - Resident Agent in Charge Asa Morse will discuss the history of the opioid epidemic, its ties to international poly-drug distribution organizations and it’s local impact. Asa will discuss the explosion of opioid use and abuse across the country, and provide an overview of an investigation into the overdose death of young woman on the south shore. The investigation began with a distraught grieving mother walking into the Cape Cod Office of the DEA and ended with the arrest, prosecution and sentencing of 6 defendants being charged with the teen’s death. Asa has spent 20 years in law enforcement including time spent working undercover, investigating and raiding methamphetamine labs, working inner city gangs and most recently oversaw the Task Force responsible for seizing over 71 Kilograms of Fentanyl in a 6 week period in October 2018. As part of that investigation, 5 kilograms of fentanyl were seized, and reported by Time Magazine as enough fentanyl to “kill half the State of Massachusetts”.

    About our speaker...

    Since 2005 Supervisory Special Agent (SSA) Morse has served as an instructor for the New England Field Division Clandestine Laboratory Enforcement Team instructing and presenting at the annual recertification training for certified Federal, State and Local Clandestine Laboratory Team members. Since 2005 SA Morse has also served as a primary Clandestine Laboratory and Methamphetamine Awareness Instructor for the DEA’S New England Field Division instructing and presenting to members of the following organizations, as well as countless local law enforcement and fire agencies across New England:

    US Drug Enforcement Administration NH National Guard

    Federal Bureau of Investigations MA National Guard

    Massachusetts State Police CT National Guard

    Connecticut State Police National Association of Arson Investigators

    New Hampshire State Police Massachusetts Assoc. of HAZMAT Technicians

    Maine State Police Boston Police Department - Drug Control Unit

    Rhode Island State Police Massachusetts Fire Academy

    US Department of Probation N.E. Narcotics Enforcement Officers Assoc.

    Young Marines Young Presidents Association

    SSA Morse has presented and taught at numerous High Schools across New England, on topics ranging from the dangers of drug use and abuse to basic law enforcement investigation techniques.

    SSA Morse is an instructor for the National Technical Investigators Association (NATIA), contributing to their Technical Installations in a High Voltage Environment training.

    SSA Morse has testified in numerous criminal proceedings at the District Court, Superior Court and US District Court level. SSA Morse has testified in regards to his own investigations, as well as being called as an expert in Drug Use, Methamphetamine Manufacturing and Law Enforcement Technical Operations.

Past events

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


844-37-NPEPC

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

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