Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

No events available.

Past events

06/10/2020 NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
05/07/2020 CURRENTLY BEING RESCHEDULED TO FALL 2020 - Ten Things to Know in Talking to Your Kids About Prenups: NPEPC Lunch Round Table Discussion
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


617.285.2845

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

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