Norfolk & Plymouth Estate and Business Planning Council

 

Upcoming events

    • 01/08/2019
    • 11:30 AM - 1:00 PM
    • Conference Room at BlumShapiro, 4 Batterymarch Park, Suite 100, Quincy, MA 02169
    Register

    NPEPC is excited to announce to Members ONLY...

    Get In, have a great round table discussion, get back on your way!  You bring the sandwich and we will provide refreshments and dessert!

    Our 2nd Brown Bag Table Moderator will be:

    Deirdre Prescott, CDFA® -  Sandy Cove Advisors

    Our topic will be:  "Serving The Women's Market"

    Deirdre prides herself on being a collaborative problem solver. She has always been good with numbers and is genuinely inspired to help people. Combined with her skills as a good listener and a strong sense of intuition, Deirdre is able to guide clients through the complexities of their financial affairs acting as a sounding board, confidant, trusted advisor and friend..

    Early on in her career, Deirdre found her niche in wealth management as a way to combine her strengths, passions, and desire to empower others in the management of their financial affairs. Given Deirdre’s skill sets and personal experiences, she is uniquely positioned to guide clients through complex situations and decisions acting as a sounding board, confidant, advisor and friend.

    As the founder of Sandy Cove Advisors, Deirdre works with her clients to develop customized solutions to integrate their wealth transfer, philanthropic, tax and investment objectives. She is deeply devoted to the philosophy of education and partnering with her clients to ensure they understand and are able to participate in the management of their wealth.

    Come join the conversation!

    No Charge to NPEPC Members, seating limited to first 15 members to sign up for this event and others will be wait-listed for cancellations.

    • 02/05/2019
    • 7:30 AM - 10:00 AM (EST)
    • Hilton Boston/Dedham, 25 Allied Drive, Dedham, MA 02026
    • 73
    Register


    Don't Miss our February Meeting:

    LIFE BEYOND DEATH: the ongoing existence of your Digital Assets 

    NPEPC welcomes Guest speaker: Attorney, Laura Fedele Riccio

    As of 2017, the United States population was 325.7 million. It is estimated that more than 200 million people in the United States – almost 2/3 of the population – have one or more Social Media accounts. Do you know what will happen to those accounts? Do you wish people to have access to your social media accounts, your email accounts, or your electronically delivered bank and investment statements? This presentation will explore what may happen if you do nothing and recommendations as to what you should do now to have your intentions live on past your death. 

    Laura Fedele Riccio was born in Norwood, Massachusetts. She was admitted to the Massachusetts bar in 1996. Ms. Riccio was educated at the University of Massachusetts at Amherst (B.A. 1992), Western New England School of Law (J.D. 1996) and Boston University Law School (LL.M., Taxation, 2003). Ms. Riccio joined Fedele and Murray as a law clerk in 1994 and has continued with the firm as an attorney since 1996. She concentrates in the fields of estate planning and administration, taxation, and real estate. She is a member of the Massachusetts Bar Association and the Norfolk County Bar Association. Attorney Riccio has been a member of the Probate Council of the Massachusetts Bar Association since 2017. She presently is the current Vice President of the Norfolk and Plymouth Counties Estate and Business Planning Council, of which she has been a member since 1999. In addition to being admitted to the Massachusetts bar, Attorney Riccio is admitted to the bars of the United States Tax Court and the United States Supreme Court.


Past events

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

Hello@NPEPC.org

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

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