Norfolk & Plymouth Estate and Business Planning Council

 

Meet Our President...

Susan Daileader, CFP®, CLTC

Vice President, Financial Consultant
Services Offered Financial Consultant

Susan Daileader is a Vice President and Financial Consultant with Rockland Trust’s Investment Management Group, and is responsible for business development in Plymouth County. Susan began her career in financialservices in 1983 at Bank of Boston and has also worked for Shawmut, Fleet, and Columbia Funds Management, holding positions in relationship management, product development, and marketing. Susan has a B.A. from the University of Vermont, the designation of Certified Financial Planner™, and holds a Certification in Long-Term Care (CLTC). She also holds the Series 7 and 63 securities licenses. Susan is a member of the Board of Directors of Friendship Home, Inc., a not-for-profit serving adults with developmental disabilities. She is involved with empowerHer Inc, a not for profit that provides mentoring and other services to girls who have lost their mother at a young age. Susan is the immediate past Chairperson on the Leadership Team for the South Shore Chamber’s Women’s Business Connection as well as the Secretary for the Norfolk/Plymouth County Estate Planning Council.

Our Executive Officers...

2017/2018 President

Susan Daileader, CFP®, CLTC

2017/2018 Vice President

William Logan

2017/2018 Secretary

James Tierney, Esquire

2017/2018 Treasurer & Executive Director

Linda M. Surovick

2017/2018 Immediate Past President

Christopher M. Duffy, J.D., CFP®


2017/2018 Executive Committee Members

Attorneys at Law

Laura F. Riccio, JD, LLM
Brett A. Kaufman, JD, LLM

Certified Financial Planners

Diane Rosen,

Certified Public Accountants

Carol A. Magyar, CPA, MST

Timothy P. Barry, CPA/PFS, CFP®, MST, CRPC®

Chartered Life Underwriters

Gary B. Frawley, CLU

Sean McCloskey, CLU 

Trust Officers

Leslie A. Watt, CTFA

 


 

Our Mission & Purpose...

The purpose of the Norfolk & Plymouth Estate and Business Planning Council is:

  • to promote cooperative efforts in the fields of estate and business planning among the professions and business enterprises represented by the members, always keeping in mind the interests of their clients;
  • to engage in study, discussions, meetings and additional activities which will continuously improve their combined services;
  • to promote respect and understanding of the relationships among the professions and business enterprises represented by its members and;
  • to advance public knowledge of the concept of estate and business planning.


Our Articles of Association...

For a complete copy of the Articles of Association, CLICK HERE

Norfolk & Plymouth Business and Estate Planning Council

2637 E Bellerive Drive, Chandler, AZ 85249

844-37-NPEPC

Hello@NPEPC.org

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

Powered by Wild Apricot Membership Software