Past Events

April 25, 2024 April Dinner Meeting at The Worcester Country Club in Conjunction with the Greater Worcester Community Foundation
Peter Dunn
January 4, 2024 Massachusetts Estate Tax Update
November 2, 2023 November Dinner Meeting at The Haven Country Club
Ryan McKee and Bradford Pineault
October 3, 2023 September “Kickoff” Event
June 29, 2023 June Dinner and Annual Meeting with Andrew B. Davis at Tatnuck Country Club
Andrew B. Davis Director of Worcester Regional Airport
May 18, 2023 May Dinner Meeting - Secure Act 2.0
Jonathan Oliver, JD, LLM, CFP - J.P. Morgan
January 19, 2023 January Breakfast at the Worcester Club with Tim Murray
Tim Murray
November 2, 2022 November Dinner Meeting
Michael J. Scanlon
September 27, 2022 September "Kickoff" Event
June 23, 2022 Annual June Dinner Meeting
Craig Blais, President and CEO of Worcester Business Development Corporation
April 28, 2022 April Dinner Event - "Estate & Gift Planning for 2022 and Beyond" with Steve Lavner at the Worcester Country Club
Steve Lavner
January 20, 2022 January Breakfast Meeting - "Estate & Gift Planning for 2022 and Beyond" with Henry Greenberg
Henry Greenberg, CFP
September 22, 2021 September "Kickoff" Event
January 30, 2020 January Breakfast Meeting - "Current Trends in MassHealth and Estate Recovery Litigation"
Lisa M. Neeley
November 7, 2019 EBPC of Worcester County November Event - "Opportunity Zones"
Richard James, Private Bank Managing Director, Bank of America
September 24, 2019 September "Kickoff" Event
William D. Kirchick
June 5, 2019 Annual Dinner Meeting
Jere Doyle, BNY Wealth Management
April 25, 2019 "Understanding Advisor Approaches and Client Expectations" The U.S. Trust Study of the Philanthropy Conversation
Claire M. Costello
January 24, 2019 January Breakfast Meeting "2019 Investment Outlook"
BlackRock Investments
November 1, 2018 EBPC November Meeting "Worcester's Renaissance"
Worcester City Manager Ed Augustus
September 27, 2018 September "Kickoff" Event
June 7, 2018 Annual Meeting: Updated Capital Markets Outlook
Bradford Pineault, Fidelity Investments
April 26, 2018 Charitable Aspects of the New Tax Act
Donald J. Greene, U.S. Trust
January 18, 2018 January Breakfast with the Attorney General's Office: Commercial Marijuana Law and Regulations
Margaret J. Hurley, Office of the Attorney General
November 2, 2017 Economic and Financial Markets Outlook
Jeff Mortimer, BNY Mellon
September 19, 2017 September Kickoff Event
June 8, 2017 Outlook on the Markets
Daniel P. Cunningham, U.S. Trust, Bank of America Private Wealth Management
April 27, 2017 Charitable Planning: Trends and Strategies
David Brosnan & Josh Daly, Fidelity Charitable
January 19, 2017 January Breakfast Sponsored by Story Trust Publishing, LLC
David G. O'Neill, Story Trust Publishing, LLC
November 3, 2016 Irrevocable Trusts in Massachusetts
Lisa M. Neeley, Esq., Mirick O'Connell, LLP
September 29, 2016 September Kickoff
William D. Kirchick, Esq.
June 9, 2016 Recent Social Security Changes & Update
Stephen Richardson, Director SS Administration
September 24, 2015 September "Kick Off"
May 7, 2015 Behavioral Finance
Alex Edelman, CIMA
March 26, 2015 Assessing the Importance of Basis Step-Up under ATRA
William D. Kirchick, Esq.
January 8, 2015 January 2015 Breakfast Meeting
Sam Petrucci, Credit Suisse
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