Norfolk & Plymouth Estate and Business Planning Council

 

Our Executive Officers...

2018/2019 President

James Tierney, Esq., CPA, LLM

2018/2019 Vice President

Laura F. Riccio, JD, LLM

2018/2019 Secretary

Daniel Paris, CFP®

2018/2019 Treasurer

Linda M. Surovick

2018/2019 Immediate Past President

Susan Daileader, CFP®, CLTC


2018/2019 Executive Committee Members

Attorneys at Law

Brett A. Kaufman, JD, LLM

Certified Financial Planners

Christopher M. Duffy, J.D., CFP®

 Certified Public Accountants

Carol A. Magyar, CPA, MST

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

Chartered Life Underwriters

Gary B. Frawley, 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

For a copy of our IRS Determination letter, CLICK HERE

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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