Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

    • 10/25/2018
    • 4:30 PM - 6:30 PM (EDT)
    • Barrel House Z 95 Woodrock Rd Weymouth, MA 02189
    • 64
    Register


    Barrel House Z, Weymouth

    Meet the Members..networking event

    Cash Bar, but 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 PLANNERTM (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.


    • 11/01/2018
    • 7:30 AM - 10:00 AM (EDT)
    • Lombardo's, 6 Billings Street, Randolph, MA 02368
    • 62
    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!
    • 73
    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

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

Hello@NPEPC.org

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

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