Past Events

March 20, 2025 Post Election Planning
January 16, 2025 Anatomy of a Will Contest
November 21, 2024 Planning for Blended Families
September 19, 2024 Social Meeting Dogfish Head Brewery-Milton
March 14, 2024 Estate Planning for Marriage
TBD
January 18, 2024 Upstream Estate Planning
TBD
November 9, 2023 709 Preparation
Tiffanie Araya, CPA
March 11, 2021 Issues Associated with Planning for Minors
January 14, 2021 Evolution of Long-Term Care Insurance
Richelle Callazo
November 12, 2020 Charitable Planning
Michael DiPaolo
September 10, 2020 Social Event
May 13, 2020 Social Meeting
March 12, 2020 SECURE Act
Eric Johnston CFP, AIF and Robert Jeter II CFP, CRPC
January 9, 2020 Social Security Planning
Michael J Graci, AIF, ARPC
November 14, 2019 Estate Planning considerations related to firearms
Senator Dave Lawson
September 5, 2019 Planning with Digital Assets
Lawrence J Macklin; Esq. CPA, AEP
May 16, 2019 Social Event
March 14, 2019 Guardianships
Master Patricia Griffin
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