Norfolk & Plymouth Estate and Business Planning Council


Upcoming events

    • 01/14/2021
    • 1:00 PM - 2:00 PM (EST)
    • NPEPC ZOOM - after you complete your registration at you will receive a confirmation email with a link to securely register on our ZOOM platform
    • 25

    NPEPC is excited to announce to Members...

    NPEPC Virtual Lunch Round Table Discussion 

    NPEPC welcomes Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island, Inc.

    Our Moderators will be: 

    Joan McGrath, Executive Director: Joan has more than 25 years of experience in professional accounting and finance, and has been with PLAN since 2009. Prior to assuming the role of executive director, Joan’sresponsibilities included PLAN’s operations, trust administration and finance. She has been an auditor with a “big four” public accounting firm, where she focused on high growth, emerging business clients. She also led her own private consulting practice, where she worked with nonprofits, service organizations, and venture capital startups. Joan earned her Bachelor’s degree in Accounting from Boston University’s Questrom School of Business.

    Kathy Vitello, LSW, Director of Operations: Kathy is a Licensed Social Worker with more than 35 years of experience working with the seniors, people who are physically challenged, and chronically ill. She has broad experience and insight—drawn from her work in hospitals, in skilled nursing, rehabilitation, and psychiatric facilities, and in-home care and hospice settings. Kathy holds a degree in Mental Health from Northern Essex Community College; has a BA in Applied Mental Health from University of Massachusetts, Amherst; and earned certificates in Suicide Prevention in Older Adults and Mental Health and Aging from the Institute for Geriatric Social Work at Boston University. Kathy has also participated in a week-long training in Thanatology and is a member of the NPA Conference Planning Committee.

    Our topic will be: 

    To be determined - please check back

    Preserve Assets, Protect Benefits, Live Well…We are Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island, Inc.  Our mission is to provide quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support serving individuals with mental health, developmental, and physical disabilities of all ages in MA and RI communities.  We offer trusts that can be funded by individuals for themselves, called first party trusts, and trusts that can be funded by others for an individual with special needs, called third-party trusts.  As a 501(c)(3) not for profit organization we are able to provide pooled special needs trusts that protect benefits and offer service coordination by licensed social workers.

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

    Come join the conversation! Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members may attend at a $25 fee.

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

Past events

09/23/2020 Ten Things to Know in Talking to Your Kids About Prenups: NPEPC Virtual Lunch Round Table Discussion
08/25/2020 NPEPC Annual Meeting with Guest Speaker...Donald L. Cabell, United States Magistrate Judge, District of Massachusetts
08/12/2020 Creative Ways to Fund Business Owner Retirement
06/10/2020 NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
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


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

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