August 19, 2021 |
BCEPC Summer Social
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February 4, 2021 |
BCEPC Virtual Cocktail Hour
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December 3, 2020 |
BCEPC Virtual Cocktail Hour: Best Practices
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October 15, 2020 |
Philanthropy in the Time of COVID-19
John Vasconcellos, Gail Fortes, Ed Hurley, Pam Kuechler, Amanda McMullen, Helena DaSilva Hughes |
May 21, 2020 |
BCEPC Annual Meeting (Member Benefit Webinar)
Diane Graca, Luke Travis, Gerald Hall |
March 19, 2020 |
Technological Tools of the Trade
Karen Melo Ticas, CFP(R) |
November 14, 2019 |
November Breakfast Meeting
Ellen Connors, MBA, CRMP Senior Loan Officer & Reverse Mortgage Professional Shamrock Home Loans |
November 14, 2019 |
Expanding Retirement Funds Using Home Equity Conversions and Sequence of Return Risk
Ellen Connors and Blake Barbosa |
October 17, 2019 |
Annual Professional Networking Event
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September 19, 2019 |
Charitable Donations and Planned Giving for Estate Planning Professionals
Steve Benskin |
August 15, 2019 |
Annual Social Event
N/A |
May 16, 2019 |
Elder Abuse and Scams: What Estate Planning Professionals Need to Know
Bristol Elder Services, District Attorney's Office, Baycoast Bank |
March 21, 2019 |
Dementia Friendly Fall River
Jane Sullivan, Esq. |
February 21, 2019 |
VA Aid and Attendance: Review and impact of changes that took effect October 2018
Bill Martin, Veterans Benefit Advisor MA |
January 17, 2019 |
Medicare traps and "gotcha's: What estate planning professionals need to know
Kathy Heery & Robin Smith |
November 15, 2018 |
-Rescheduled to March - Creating a Dementia Friendly Community
Nancy Munson, CEO, Bristol Elder Services, Jane Sullivan, Esq and Cynthia L. Cardoza, R.N. |
October 18, 2018 |
Pool Trusts: An Asset Preservation Strategy for Our Elder and Disabled Clients
Deborah Blum-Shore, Esq. and Jennifer Sweet, Trust Administrator |
September 20, 2018 |
Networking Event and Accredited Estate Planner Reception
Member Networking Event and Case Study and AEP Reception |
August 23, 2018 |
BCEPC Summer Social
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May 17, 2018 |
Developing Your Brand
Tricia White |
April 19, 2018 |
Village Movement of Dartmouth
Andrew Pollock, Executive Director, Coastal Neighbors Network |
March 15, 2018 |
Leaving Massachusetts-A Legal Perspective
William D. Kirchick, Esq. -Nutter, McClennan and Fish, LLP |
February 15, 2018 |
Robo Advisors in Estate, Financial, and Legal Planning
Luke Travis, Esq. and Bill Bonk |
January 18, 2018 |
Social Media Marketing - What You Need to Know
Heidi Alexander, Esq. |
January 10, 2018 |
NAEPC Webinar-New Developments in Charitable Giving
Lawrence P. Katzenstein, Atty., AEP® (Distinguished) |
November 30, 2017 |
Holiday Gathering
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November 16, 2017 |
**Special Meeting and Social Media Marketing - What You Need to Know!
Heidi Alexander, Esq. |
October 24, 2017 |
Speaker's Bureau Event: The Importance of the Five Basic Estate Speaker's Bureau Event: Planning Documents for Same Sex Couples
Brandon C. Walecka, Esq. |
October 18, 2017 |
Getting Acquainted w/Community Services for Elderly Clients
Representatives of Elders First, Seven Hills AFC, Community VNA, and Bristol Elders |
October 5, 2017 |
BCEPC Case Study and Networking Event
*NEW DATE* BCEPC Networking and Interactive Case Study-October 5th |
August 17, 2017 |
BCEPC Summer Social-Shovel Town Brewery
Networking Social |
May 18, 2017 |
Philip Marshall, Grandson of Manhattan Socialite Brooke Astor-A Story of Financial Elder Abuse
Philip C. Marshall |
April 13, 2017 |
Creating a family mission statement as part of an estate plan or a financial plan
Michael J Bresette |
March 16, 2017 |
Panel: Self Created Villages, Livable Communities and the future of Assisted Living
Panel: Living Options for Retiring Baby Boomers |
February 16, 2017 |
Webinar held at BayCoast Bank: How Reverse Mortgages Fit Into Americans' Retirement Plans
Listen to Wade Pfau, Ph.D, CFA |
January 19, 2017 |
Long Term Care Insurance: Product Changes, Underwriting and Claims
Panel Including: Diane Graca |
November 30, 2016 |
Holiday Gathering
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November 17, 2016 |
Dinner Meeting: Come Learn about “Qualified Longevity Annuity Contract” (QLAC) and the introduction of last year’s Treasury Regulations
David Grebber, J.D., LL.M, LUTCF, |
October 20, 2016 |
Evening Program: Networking & a Case Study
Attendees work in teams |
September 15, 2016 |
Dinner Meeting: Hanna & Nesi: Hear Their Story, Their Plans, Ask Questions, and Dealing with the Probate Court
Stephen Hanna & Anthony Nesi |
August 24, 2016 |
Summer Social - Paw Sox
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June 20, 2016 |
BCEPC Board Retreat 2016-17 Year
Group Planning Discussion |
May 23, 2016 |
May Board of Directors Meeting
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May 19, 2016 |
Annual Dinner Meeting: How and When to Use Life Estates, if at all, as part of your Medicaid Planning Strategies
Todd E. Lutsky Esq., LLM |
April 25, 2016 |
Apr. Board of Directors Meeting
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April 14, 2016 |
Dinner Meeting: Distribution Planning for Inherited IRAs and Inherited Roth IRAs
Russell E. Towers JD, CLU, ChFC, Vice President - Business & Estate Planning | Brokers' Service Marketing Group |
March 28, 2016 |
Mar. Board of Directors Meeting
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March 17, 2016 |
Dinner Meeting: A...B...C...D...The Building Blocks of Medicare, How they affect the Financial Well Being of Your Client
Robin Smith, LIA |
February 22, 2016 |
Feb. Board of Directors Meeting
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February 11, 2016 |
Breakfast Meeting: BCEPC's Downsizing, Selling or Insuring Artwork & Furnishing: A Team of Experts for Estate Management & Liquidation
Steven Fusco/Kelly Wright/Valerie Achorn |
January 25, 2016 |
Jan. Board of Directors Meeting
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January 7, 2016 |
3 CEU's for Life Settlement's A to Z
Bradford J. Kadelski, Brookfield Insurance Partners |
December 21, 2015 |
Dec. Board of Directors Meeting
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December 10, 2015 |
DEADLINE for BCEPC Charitable Cause "Be a Santa to a Senior"
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December 2, 2015 |
Holiday Networking & Get Together
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November 30, 2015 |
Nov. Board of Directors Meeting
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November 19, 2015 |
Social Security Strategies: The Advanced Course
Kurt Czarnowski, Former Regional Communications Director of Social Security Administration |
October 26, 2015 |
Oct. Board of Directors Meeting
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October 15, 2015 |
Estate Planning & Funeral Directives
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September 28, 2015 |
Sept. Board of Directors Meeting
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September 17, 2015 |
Increasing Revenue - Professional Case Studies
Van Smick - Business Coach |
August 24, 2015 |
Board of Directors Meeting
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August 13, 2015 |
Summer Social - Golf Clinic / Cocktail Hour
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July 29, 2015 |
Summer Social - Paw Sox
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June 1, 2015 |
Board of Directors Meeting
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May 21, 2015 |
Annual Dinner Meeting
Rose Grant and John Rogers |
May 7, 2015 |
The National Estate Planning Conference - In an Hour
Brandon C. Walecka, Esq., LL.M. |
May 4, 2015 |
Board Meeting
|
April 28, 2015 |
Using Bankruptcy to Help Older Consumers Overwhelmed by Debt
NCLC attorneys Sarah Bolling Mancini and Jeremiah Battle |
April 9, 2015 |
Improving Profitability in the Estate Planning Profession
Van C Smick, Success & Profits Advising |
April 6, 2015 |
Board Meeting
|
March 19, 2015 |
Assessing the Importance of Basis Step-Up Under the American Taxpayer Relief Act of 2012
Bill Kirchick, Partner at Bingham McCutchen LLP |
March 2, 2015 |
Board Meeting
|
February 12, 2015 |
Tax, Transfers, and Turmoil: The Importance of Annuity Titling
Corey Walker, Regional Vice President Jackson National Life Distributors LLC |
February 9, 2015 |
Board Meeting
n/a |
January 29, 2015 |
Networking - Interdisciplinary Case Study
N/A |
January 5, 2015 |
Board of Directors
|
December 1, 2014 |
Board of Directors Meeting
|
November 20, 2014 |
Using the Charitable Advantage to benefit your Clients and the Greater Good
James A. Roehm, CFRE |
November 3, 2014 |
Board of Directors
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October 23, 2014 |
New Reverse Mortgages
Ellen J. Connors, C.R.M.P., M.B.A. |
October 6, 2014 |
Board of Directors
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September 18, 2014 |
Long Term Care Insurance
Kenneth L. Anding, LUTCF |
September 8, 2014 |
Board of Directors Meeting
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August 6, 2014 |
Summer Social at the Winery
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August 4, 2014 |
Board of Directors Meeting
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May 22, 2014 |
“A View from the Bench”
Honorable Anthony R. Nesi |
May 14, 2014 |
"Not Your Grandfather’s Retirement Options: What Every Elder Law Attorney Needs to Know about Annuities"
Bill Bonk, Regional Annuity Director, The Smith Company, Ltd and Robin Smith, Insurance Advice and Advocacy for Seniors |
May 5, 2014 |
Board of Directors Meeting
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April 17, 2014 |
Networking
n/a |
April 7, 2014 |
Board of Directors Meeting
|
March 20, 2014 |
Health Care Reform Essentials
Gina Ferreira |
March 10, 2014 |
Rescheduled Board of Directors Meeting
|
March 6, 2014 |
Social Media and Your Business
Karen Melo, CFP®, ADPA℠ and Brandon C. Walecka, Esq., LL.M. |
February 13, 2014 |
Postponed (TBD) - Social Media and Your Business
Karen Melo, CFP®, ADPA℠ and Brandon C. Walecka, Esq., LL.M. |
February 3, 2014 |
Board of Directors Meeting
|
January 16, 2014 |
What You Need to Know About Social Security
Kurt Czarnowski |
January 6, 2014 |
Board of Directors Meeting
|
December 11, 2013 |
The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA
Erica Nedeau, CPA & Scott E. Squillace, Esq., |
December 5, 2013 |
Holiday Social
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December 2, 2013 |
Board of Directors Meeting
|
November 21, 2013 |
How to Give Financial Advice to Women
Kathleen Burns Kingsbury |
November 4, 2013 |
Board of Directors Meeting
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October 30, 2013 |
Professional Development Seminar
Luke Travis, Jane Sullivan, Jennifer Heald |
October 24, 2013 |
How to Help Clients During a Time of Grieving
Jennifer Marszalek, LICSW |
October 7, 2013 |
Board of Directors Meeting
|
September 19, 2013 |
An Evening with Dr. Divina Grossman
Dr. Divina Grossman, Chancellor of the University of Massachusetts Dartmouth |
September 9, 2013 |
Board of Directors Meeting
|
August 14, 2013 |
Board of Directors Meeting
|
August 8, 2013 |
Summer Social
John Cummings |
May 23, 2013 |
The Future of our Debt and Experiences in D.C.
Senator Scott P. Brown |
May 8, 2013 |
Board of Directors Meeting
|
April 13, 2013 |
Estate Planning Basics, Focusing on LGBT Planning
Multiple |
April 10, 2013 |
Board of Directors Meeting
|
April 6, 2013 |
Estate Planning Basics, Focusing on the Sandwich Generation
Multiple |
March 21, 2013 |
The ABCs of the Massachusetts Uniform Trust Code
Mark Worthington, Esq. & Jane E. Sullivan, Esq. |
March 13, 2013 |
Board of Directors Meeting
|
February 28, 2013 |
National Conference Wrap-up
Jennifer Heald, Esq. |
February 13, 2013 |
Board Meeting
|
January 17, 2013 |
Uniform Probate Code Update
Gina DeRossi, Esq. & Stephen J. Hanna, Consultant |
January 9, 2013 |
Board Meeting
|
December 6, 2012 |
Holiday Social
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December 5, 2012 |
Board of Directors Meeting
|
November 29, 2012 |
Ethical Conduct: Unintended Ethical Lapses
Herbert K. Daroff, J.D., CFP® |
November 15, 2012 |
Succession Planning
Corporate Value Metrics Collaborative |
November 13, 2012 |
Board of Directors Meeting
|
October 18, 2012 |
Planning for Same-Sex Couples and Domestic Partners
Karen Melo, CFP®, ADPA(SM) and Andrew J. Garcia, Esq. |
October 3, 2012 |
Board of Directors Meeting
|
September 20, 2012 |
Estate Planning in 2012 - Countdown to Sunset
Russell E. Towers Esq., CLU, ChFC |
September 5, 2012 |
Board of Directors Meeting
|
August 8, 2012 |
Board Meeting
|
May 24, 2012 |
Basketball Junkie
Chris Herren |
May 17, 2012 |
Board of Directors Meeting
|
April 4, 2012 |
Board of Directors Meeting
|
March 22, 2012 |
Uniform Probate Code
Stephen J. Hanna and Gina L. DeRossi |
March 7, 2012 |
Board of Directors Meeting
|
February 16, 2012 |
The National Estate Planning Conference - In an Hour
Gerald F. Hall, CLU, ChFC®, MSFS, AEP® |
February 8, 2012 |
Board of Directors meeting
|
January 19, 2012 |
Charitable Trusts - The Basics
Luke P. Travis, Esq. |
January 11, 2012 |
Board of Directors Meeting
|
December 8, 2011 |
Holiday Social
|
November 30, 2011 |
Board of Directors Meeting
|
November 3, 2011 |
Understanding Veterans Benefits
Mr. Paulo DaSilva & Attorney Deborah K. Blum-Shore |
October 13, 2011 |
Breakfast Series
Ed Sylvia, CPA, CFP® |
October 6, 2011 |
Board of Directors Meeting
|
September 15, 2011 |
Tax and Non-Tax Aspects of Domicile Planning
Attorney William Kirchick |
September 7, 2011 |
Board of Directors Meeting
|
August 3, 2011 |
Board of Directors Meeting
|
July 21, 2011 |
Wine tasting at Westport Rivers
|
June 15, 2011 |
Annual Meeting
George Phelan, Associate Justice of the Norfolk Probate and Family Court |
May 25, 2011 |
Board of Directors Meeting
|
April 14, 2011 |
Board Meeting
|
April 14, 2011 |
The National Estate Planning Conference - In an Hour
Richard Bergeron & Diane Graca |
March 24, 2011 |
The 2011 Estate Tax Law Changes: What You May Not Have Heard
Macrina G. Hjerpe of Winograd, Shine, and Zacks, PC |
March 16, 2011 |
Board Meeting
|
February 17, 2011 |
Breakfast Series
Richard J. Conti, ASA, GPPA, SPA |
February 9, 2011 |
Board Meeting
|
January 20, 2011 |
Linked Benefit Products - A Powerful New Retirement Planning Tool
Jason E. Lea, CFP® , Senior Vice President at Brokers' Service |
January 13, 2011 |
Board of Directors Meeting
|
December 14, 2010 |
Holiday Social
|
November 10, 2010 |
Risk Factors of Professionals Organizations when One of Your Own Suffers from Alzheimer's
Peter W. Ham, M.A., L.M.H.C. |
November 9, 2010 |
Board of Directors
|
October 16, 2010 |
Estate Planning Day
Leo J. Cushing, Esq. |
October 13, 2010 |
Estate Planning Day Walk Through
|
October 7, 2010 |
Estate Planning Day Steering Committee
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October 6, 2010 |
Board of Directors Meeting
|
September 29, 2010 |
Steering Committee Estate Planning Day
|
September 16, 2010 |
Trusteed Beneficiary Designations for IRAs and Restricted Beneficiary Options
Matt Santangelo, CTFA of Merrill Lynch |
September 15, 2010 |
Steering Committee Estate Planning Day
|
September 8, 2010 |
Board Meeting
|
September 1, 2010 |
Steering Committee Estate Planning Day
|
August 19, 2010 |
Subcommittee Coordinators - Estate Planning Day
|
August 11, 2010 |
Board of Directors Meeting
|
August 4, 2010 |
Estate Planning Day Steering Committee
|
July 14, 2010 |
Board of Directors Meeting
|
July 8, 2010 |
Members Only Night at the Ballpark
|
July 7, 2010 |
Estate Planning Day Steering Committee
|
June 17, 2010 |
Speaking of Ethics - Patrick Kuhse
Patrick Kuhse |
June 10, 2010 |
Board of Directors Meeting
|
June 2, 2010 |
Estate Planning Day Steering Committee
|
May 26, 2010 |
Breakfast Meeting - Interdisciplinary Case Study
|
May 18, 2010 |
Board of Directors Meeting
|
April 28, 2010 |
Steering Committee - Estate Planning Day
|
April 8, 2010 |
Board Meeting
|
March 24, 2010 |
Estate Planning Day, Steering Committee
|
March 18, 2010 |
Status of the 2010 Federal Estate Tax Repeal
Attorney Lawrence D. Hunt of the Law Firm of Patridge, Snow & Hahn |
March 10, 2010 |
Board of Directors
|
February 25, 2010 |
Breakfast Series - Recap from the National Conference
Richard E. Bergeron, CFP®, ChFC |
February 10, 2010 |
Board of Directors Meeting
|
February 3, 2010 |
Estate Planning Day, Planning Meeting
|
January 21, 2010 |
Embracing Social Media
Pamela Cleveland, APR |
January 7, 2010 |
Board of Directors Meeting
|
December 10, 2009 |
The Role of the Geriatric Care Manager
Claire Sullivan, RN |
December 3, 2009 |
Estate Planning Day Planning Meeting
|
November 19, 2009 |
Massachusetts Data Security Law
|
November 4, 2009 |
Board of Directors Meeting
|
October 22, 2009 |
Estate Planning Day Planning Meeting
|
October 8, 2009 |
Board Meeting
|
September 17, 2009 |
Dinner Meeting
Gina DeRossi, Bristol County Probate Court Register |
September 1, 2009 |
Board Meeting
|
August 12, 2009 |
Board Meeting
|
June 25, 2009 |
Board Meeting
|
June 17, 2009 |
Annuities: The Good, The Bad, and What a Professional Serving the Elderly Needs to Know!
|
May 21, 2009 |
Annual Meeting: Elder Abuse Laws and Prevention
Welcoming Remarks: DA, C. Samuel Sutter |
May 5, 2009 |
BCEPC Board Meeting
|
April 30, 2009 |
Avoiding Unnecessary Probate - Mansfield
Facilitator: Deborah K Blum-Shore, Esq. |
April 30, 2009 |
Avoiding Unnecessary Probate - Fall River
Facilitator: Jane E. Sullivan, Esq. |
March 19, 2009 |
Social Security Disability and other Social Security Issues
Ann M. O'Neil-Souza |
March 10, 2009 |
Board Meeting
|
January 15, 2009 |
Philanthropy: What is it? The process, outreach, and the essential nature of volunteer invelvement?
Dionisia Hanson |
January 14, 2009 |
Board Meeting
|
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