September 24, 2024 |
September "Kickoff" Event Tuesday September 24, 2024 at the Mercantile
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July 17, 2024 |
Coffee and Knowledge - Business Transition Planning
Allen Falke and Michael Duffy |
May 30, 2024 |
Annual May Dinner Meeting with Marty Shenkman at Tatnuck Country Club
Marty Shenkman |
April 25, 2024 |
April Dinner Meeting at The Worcester Country Club in Conjunction with the Greater Worcester Community Foundation
Peter Dunn |
January 25, 2024 |
BREAKFAST AT THE WORCESTER CLUB WITH ERIC BATISTA, WORCESTER CITY MANAGER
ERIC BATISTA |
January 4, 2024 |
Massachusetts Estate Tax Update
Panel |
November 2, 2023 |
November Dinner Meeting at The Haven Country Club
Ryan McKee and Bradford Pineault |
October 3, 2023 |
September “Kickoff” Event
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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
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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
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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
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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
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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"
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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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