Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

    • 10/17/2019
    • 4:30 PM - 6:30 PM (EDT)
    • TRILIUM Brewing Company, 110 Shawmut Road, Canton MA 02021
    • 57
    Register


    Meet the Members..networking event


    This 16,000 square foot brewery, retail space, and Taproom serves as our primary production facility. We employ a 30bbl DME 3-vessel high output brewhouse with 90bbl and 120bbl conical fermenters, and lagering and brite tanks.  From our tasting room you can look out to the production floor and experience the sights, sounds, and smells of brewing. During warm weather months, our patio is the perfect place to enjoy a beer or two and a snack.

    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.

    • 10/24/2019
    • 8:30 AM - 10:00 AM (EDT)
    • Blumshapiro, 4 Batterymarch Park, Suite 100, Quincy, MA
    • 11
    Register

    NPEPC is excited to announce to Members...

    NPEPC Breakfast Round Table Discussion 

    Our Moderator will be: Jeffrey Ziplow, MBA, CISA, CGEIT

    As a partner at blum, Jeff is responsible for the firm’s Risk Management and Process/Controls practices areas. Jeff oversees the firm’s cybersecurity risk assessments and provides insight and guidance on developing better security practices. He also works with Connecticut’s Office of the Attorney General to provide guidance/support on cybersecurity matters.


    Our topic will be: 

    The Anatomy of a Cyber Attack and

    Cybersecurity Best Practices

    Cybersecurity is a topic at the forefront of conversation for many organizations. Protecting a company’s information assets and operations from potential security attacks is a problem that is affecting everyone. It is pivotal for the

    Management/Leadership team to understand where their organization stands in terms of protection, potential vulnerabilities, and response to an incident in the case of an attack. In other words, good cyber hygiene practices.

    In this presentation we will discuss:

    • The anatomy of a cyber-attack
    • Methods for protecting companies from a cyber-attack
    • Identification of some leading practices to deter cyber threats
    • emediation considerations

    Come join the conversation!

    Get In, have a great round table discussion, get back on your way! 

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.
    • 11/05/2019
    • 11/08/2019
    • The Cosmopolitan of Las Vegas, Las Vegas, Nevada

    56th Annual NAEPC - Advanced Estate Planning Strategies Conference

    with Pre-Conference Sessions for Council Leaders 


    November 5 - 8, 2019 - The Cosmopolitan of Las Vegas, Las Vegas, Nevada


    • 11/06/2019
    • 11:30 AM - 1:00 PM (EST)
    • The Adams Conference Room, Suite 221, 50 Braintree Hill Office Park, Braintree, MA
    • 12
    Register

    NPEPC is excited to announce to Members...

    NPEPC Lunch Round Table Discussion 

    Our Moderator will be:  Herbert K. Daroff, J.D., CFP®, AEP®

    BAYSTATE FINANCIAL PLANNING is a separate Registered Investment Advisor (RIA) that is not affiliated with nor is it a subsidiary of: Baystate Financial Services, Baystate Wealth Management, MassMutual or MML Investor Services

    Our topic will be: 

    Retirement Planning under the Current Tax Law

    • Contributions -- The goal for traditional retirement planning contributions is to take a deduction now on contributions and then take distributions when you are in a lower income tax bracket. Does it make sense for business owners to make tax deductible contributions when they are currently in a 21% tax bracket for C-Corporations or 29.6% top tax bracket for pass through businesses after the 20% Qualified Business Income (QBI) deduction? However, does it make sense for the owners of “specified service” pass through businesses to make tax deductible contributions to stay under the QBI limits?
    • Distributions -- Traditional retirement accounts work best if the participants take distributions in lower income tax brackets than they were in when funds were contributed, and when investment markets are up. How should you prepare for the years of retirement when you are in a higher income tax bracket than you were in when tax deductible contributions were made? How should you prepare for the years of retirement when investment markets are down?

    Get In, have a great round table discussion, get back on your way! 

    Come join the conversation!  Sandwiches and beverages will be available

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


    • 12/10/2019
    • 8:30 AM - 10:00 AM (EST)
    • The Adams Conference Room, Suite 221, 50 Braintree Hill Office Park, Braintree, MA
    • 16
    Register

    NPEPC is excited to announce to Members...

    NPEPC Breakfast Round Table Discussion 

    Our Moderator will be:  Sarah M. Allen

    Shareholder and Director of Rice, Heard & Bigelow

    Our topic will be: 

    Hitching The Estate Plan Wagon To The Right Horse:

    Who Should Be The Trustee?

    This session will focus on how advisors can best counsel their clients on naming the appropriate trustee. We will discuss the various options available along with the pros and cons of each type of fiduciary. The impact of the decision in the Bank of America, N.A., Trustee vs. Commissioner of Revenue case will also be reviewed. Participants should feel free to bring their questions and current client issues relating to trustee selection to the session.

    Come join the conversation! A light breakfast will be provided

    Get In, have a great round table discussion, get back on your way! 

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


    • 01/09/2020
    • 8:30 AM - 10:00 AM (EST)
    • Boston Newton Marriott, 2345 Commonwealth Avenue Newton, Massachusetts 02466
    • 18
    Register

    NPEPC is excited to announce to Members...

    NPEPC Breakfast Round Table Discussion 

    Our Table Moderator will be: Matthew W. Patsky, CFA

    Matt Patsky is CEO, Managing Partner, and a Portfolio Manager on Trillium’s Sustainable Opportunities and Global Equity strategies. He joined Trillium in 2009 and has three decades of experience in investment research and investment management.

    Matt began his career at Lehman Brothers in 1984 as a Technology Analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first Sell-side Analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Prior to joining Trillium, Matt was at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

    Matt currently serves on the Boards of the Environmental League of Massachusetts and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF, and Root Capital. He is a member of the Social Venture Network (SVN) and member of CFA Society Boston as well as a Chartered Financial Analyst (CFA) charterholder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

    References to other mutual funds should not to be considered an offer to buy or sell these securities.

    Our topic will be:  Socially Responsible Investing (SRI)

    Come join the conversation!

    Get In, have a great round table discussion, get back on your way!

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.

    This event will be held jointly with the Boston Chapter of the Society of Financial Service Professionals


    • 02/06/2020
    • 11:30 AM - 1:00 PM (EST)
    • To be determined
    • 20
    Register

    NPEPC is excited to announce to Members...

    NPEPC Lunch Round Table Discussion 

    Our Moderator will be:  Camille Barron

    A Healthcare Advisor specializing in Medicare and insurance-related issues, Camille provideseducation, enrollment and ongoing support to Healthassist clients. She is particularly skilled at simplifying the complexities of insurance as well in helping individuals transition easily to Medicare coverage.

    With a career spanning more than 25 years, Camille’s experience includes positions in life, health, and personal lines property casualty insurance. In addition, she is a Medicare-certified, licensed life and health broker, a Chartered Property Casualty Underwriter (CPCU), and a certified Project Manager.

    Camille received her BS in Communications from Boston University and has completed graduate courses in leadership and project management at Bryant University. She is a member of the Project Management Institute; the Rotary Club of Sharon, MA; the National Association of Productivity and Organizing Professionals; and the National Association of Healthcare Advocacy Consultants. In addition, she is producer and co-host of “The Law, Your Money and You!”, a cable TV show featuring financial and legal literacy advice for consumers.

    Our topic will be: 

    Understanding Medicare so you can advise your clients of the steps they need to take to make the transition

    • History of Medicare
    • Enrollment Process and Timeframes
    • Coverage and costs
    • Options – Medicare Advantage, Medicare Supplement and Prescription Drug (Part D)Insurance
    • Identifying Client Preferences
    • How to Decide
    • Cost Comparison
    • Part D Donut Hole
    • Resources

    Get In, have a great round table discussion, get back on your way! 

    Come join the conversation!  Sandwiches and beverages will be available

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


    • 03/10/2020
    • 8:30 AM - 10:00 AM (EDT)
    • Blumshapiro, 4 Batterymarch Park, Suite 100, Quincy, MA
    • 14
    Register

    NPEPC is excited to announce to Members...

    NPEPC Breakfast Round Table Discussion 

    Our Table Moderator will be: Larry Dannenberg

    Larry Dannenberg is the founder and owner of College Solutions. Managing the global practice from Massachusetts since 2001, Larry is an expert in finding the right fit and in financial aid planning. He visits 30+ colleges each year. Prior to founding College Solutions, he was an executive in high technology, working for many Fortune 500 COO/Presidents. He is an expert in career planning having managed staff in nearly every area of large multinational firms. He authored the Financial Aid chapter in the “The Financial Aspects of Divorce” by the Massachusetts Continuing Legal Education and has appeared on FOX News & NPR.

    Our topic will be:  Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning

    The typical family will be investing between $120,000 and $275,000 per child to send their child to college. This is the largest single expense most families face. Learn how you can help them with this investment decision. Learn how UTMAs, 529s, 401Ks, whole-life, annuities, debts, personal and business assets are treated for financial aid purposes. Business ownership, divorce/separation makes the college process even more difficult. But there are opportunities if the family understands the process, which Larry will discuss.

    Come join the conversation!

    Get In, have a great round table discussion, get back on your way!

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


    • 05/07/2020
    • 11:30 AM - 1:00 PM (EDT)
    • To Be Determined
    • 15
    Register

    NPEPC is excited to announce to Members...

    NPEPC Lunch Round Table Discussion 

    Our Moderator will be:  Christine Fletcher

    As a Burns & Levinson LLP partner and co-chair of the firm’s Private Client group, Christine helps families plan for life’s transitions whether it is moving assets to the next generation, minimizing estate taxes or ensuring assets pass to intended recipients. Estate planning solutions can be simple, but like life, they can also be complicated. Issues arise with second marriages, divorce, blended families and unfortunate family crises. Christine listens to clients’ goals and develops plans for them that meet those goals. 

    Our topic will be: 

    Ten Things to Know in Talking to Your Kids About Prenups

    Christine will discuss how to properly advise the family when members of the second or third generation decide to marry. Often, advice in protecting the family’s assets is at odds with the young couple’s pleas of how in love they are. She will discuss the 10 topics that should be raised in discussing prenuptial agreements with clients.

    Get In, have a great round table discussion, get back on your way! 

    Come join the conversation!  Sandwiches and beverages will be available

    $15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.

Past events

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


617.285.2845

Hello@NPEPC.org

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

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