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NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Jul 10 | 3:00 pm - 4:00 pm
The objective of this program is to provide attendees with the tools necessary to identify common estate planning problems and opportunities for international clients with US connections. The program will consist of two parts.
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NEXGEN Presents Build Your Client Service Team
Aug 8 | 5:00 pm - 7:00 pm
Join us at Lily’s Bar – Pizza – Patio, 33 Batterymarch St, Boston, MA 02110 for an engaging and collaborative event: ‘Build Your Client Service Team.’ Designed to bring together a diverse background of service professionals including financial planners, estate planners, tax accountants, and more, this provides a great opportunity for sharing ideas and building connections.
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July 1st Kicks Off New Governance Year | |
L to R: Immediate Past President, Richelle Maguire CPA, MST, AEP®; Secretary, Katherine Sheehan, JD, AEP®; President, Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®; President Elect, Thomas Francione; Treasurer, Barbara Targum. View Officers | |
2024-2025 BEPC Leadership | On July 1, 2024, BEPC welcomed its new president, officers, board of directors, and committee leadership for FY25 (July 1, 2024-June 30, 2025). The FY25 leadership provides broad representation from across the estate planning industry, enabling BEPC to continue to deliver the highest quality of service to its members and advance public knowledge of the concept and benefits of estate planning. The full roster of officers, the board of directors, and the committee leadership is available on the BEPC website. | |
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L to R: Marlee Cowan; Katherine Von Kohorn; Maureen M. Villadelgado, JD, AEP®; Brandon Fink; Jennifer Civitella Hilario; Dara Lynn Freytag; Richelle Maguire CPA, MST, AEP®; Katherine Sheehan, JD, AEP®; Laura K. Barooshian; Thomas Francione; Kathleen Sablone; Barbara Targum; Amy Phelan; Mitchell Halpern; Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®; Brett Barthelmeh, Esq., AEP®
Not pictured: Gerald Baker; Nicole Jackson Leslie; David Keefe, III. View Directors
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BEPC Code of Conduct Policy | |
In 2019, the BEPC Board of Directors adopted a Code of Conduct Policy in order to join the growing number of professional associations adopting such policies to promote and support inclusive environments. To join BEPC and to attend BEPC events, an individual is obligated to conduct themselves professionally, appropriately, and ethically. Each member must treat others with dignity and respect in the conduct of all BEPC-related activities wherever and however that may occur. The Code of Conduct embodies expectations as to how members and other participants will conduct themselves when participating in BEPC, including but not limited to attendance at BEPC sanctioned events, and outlines a process for addressing alleged violations of this policy.
BEPC is committed to support a culture of openness, professionalism, and integrity.
We invite you to review the Code of Conduct Policy, along with the BEPC members serving as the Ethics Representative and the Review Committee.
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BEPC’s new website is live! We ended the 2023-2024 year with a soft launch of our redesigned website. The new site features a clean, modern design with easier access to BEPC’s most wanted content from the homepage. Thank you to the 2023-2024 Marketing & Communications Committee for their ideas and feedback throughout the process. Check us out at www.bepc.org! | | |
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Michael Gaughan, Brown Advisory
Kevin McDonald, Tarlow Breed Hart & Rodgers, P.C.
Scott Wittlin, Sassoon Cymrot Law, LLC
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Apply to Volunteer for a 2024-2025 Committee by July 7
BEPC seeks volunteers to serve on close to 20 committees in 2024-2025. Have you considered serving on a committee for our next program year, July 1, 2024-June 30, 2025? Interested in learning more? Contact a current committee leader or the BEPC office at bepc@bepc.org or 978-364-5170 for more information. We invite you to also hear from the committees themselves! Members of the Seminars/Webinars and Networking Committees shine a spotlight on their work with the Council.
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2024-2025 Corporate Sponsorship Prospectus Now Available | |
BEPC is pleased to announce the details for the 2024-2025 Corporate Sponsorship Program. The annual program, which runs August 1 through July 31, includes visibility at all of our well-attended events and programs throughout the year, as well as through a variety of communications channels.
If you are interested in participating or want more information about the benefits of sponsorship, please contact the Sponsorship Committee Chairs, Tim King and Christian Stone, or the BEPC office at sponsorship@bepc.org.
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BEPC's Online Communities
Check out BEPC's private LinkedIn group to see events, job postings, requests for referrals, and more. Be in the know about BEPC and the latest news from our members.
- Richelle Maguire is looking for an attorney in Tampa, FL who can assist with asset protection planning for an individual who was recently diagnosed with Alzheimers.
- Jennifer Civitella Hilario is looking for an estate planning attorney in Evanston, WY.
- Ruth Mattson is looking for an advisor for personal health insurance for a private client family.
- Kathleen Sablone is looking for an estate planning attorney in Richmond, VA.
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During July, BEPC recognizes the following:
Hot Dog Month
Ice Cream Month
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