Past Events

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
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
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
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
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
June 20, 2016 BCEPC Board Retreat 2016-17 Year
Group Planning Discussion
May 23, 2016 May Board of Directors Meeting
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
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
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
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
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
December 10, 2015 DEADLINE for BCEPC Charitable Cause "Be a Santa to a Senior"
December 2, 2015 Holiday Networking & Get Together
November 30, 2015 Nov. Board of Directors Meeting
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
October 15, 2015 Estate Planning & Funeral Directives
September 28, 2015 Sept. Board of Directors Meeting
September 17, 2015 Increasing Revenue - Professional Case Studies
Van Smick - Business Coach
August 24, 2015 Board of Directors Meeting
August 13, 2015 Summer Social - Golf Clinic / Cocktail Hour
July 29, 2015 Summer Social - Paw Sox
June 1, 2015 Board of Directors Meeting
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
October 23, 2014 New Reverse Mortgages
Ellen J. Connors, C.R.M.P., M.B.A.
October 6, 2014 Board of Directors
September 18, 2014 Long Term Care Insurance
Kenneth L. Anding, LUTCF
September 8, 2014 Board of Directors Meeting
August 6, 2014 Summer Social at the Winery
August 4, 2014 Board of Directors Meeting
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
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
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
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
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
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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