Estate Planning Council of Cape Cod

09/13/2024

https://www.epccc.org/events/event/26730

RSVP now to the event below on October 8th!

The only person tasked with monitoring a policy is often the policy owner who, most of the time, is completely unequipped to fill this role. Join Seth J. Buckley from Buckley Financial to learn more about these policies and how we can help our clients navigate these complex finaincial assets.

06/07/2023

RSVP today for the Annual Meeting and luncheon!
Our topic will be a 3 member Panel Discussion on Collaborative Estate Planning & Administration.

Tuesday, June 13th at 11:45am
Hyannisport Club, 2 Irving Ave, Hyannis Port, MA

https://www.epccc.org/events/event/24242

Our Panelists will be Attorney Christopher J. Ward, Managing Partner at LaTanzi, Spaulding & Landreth; CPA Brian M. Carey, partner at DePaola, Begg & Associates, PC; and Senior Financial Advisor James L. Botsford, Vice President at Cape Cod Five.

A client’s estate plan is most successful when there are productive, working relationships between the Attorneys, CPA’s, Trust officers and Financial advisors. Our panelists will discuss common scenarios when working together as client’s team in the field of estate planning, financial planning and estate & trust administration. There will be an opportunity to ask questions as well!

Join your fellow EPCCC members for a panel discussion of best practices and case studies highlighting the benefits of collaborative estate planning and administration. Attorney Christopher J. Ward, Managing Partner at LaTanzi, Spaulding & Landreth; CPA Brian M. Carey, partner at DePaola, Begg & Asso...

04/26/2023

Are you interested in serving on our board?
Or is there another member you would like to nominate to serve on our board?

The EPCCC is seeking candidates!

You’ll gain the benefit of:
Expanding your professional development;
Building your network of local professionals;
Becoming involved with NAEPC, the National Association of Estate Planners & Councils; and
Building up your resume.

Please send a brief email (just a few sentences) to [email protected], stating why you would like to serve, or why you recommend another member.

Board members serve for a term of two years, and often advance quickly to officers.

If interested, please email us at [email protected].
Please send us your email by May 1st.

We look forward to hearing from you.
Your EPCCC Board

04/24/2023

Mark your calendars for our next Luncheon!

Passion Assets: Estate Planning for Fine Art and Collectibles

Date: Tuesday, May 9, 2023
Time: 11:45am - 1:30pm
Location: Alberto's Ristorante
Speaker: Karen Keane, CEO of Bonhams Skinner, and Lisa F. Sherman, Esq., of Latanzi Spaulding & Landreth

Including a discussion on:
A survey of art market trends (what’s hot, what’s not!);
Appraisal requirements;
A checklist for discussing tangible personal property with your clients; and
Tax-efficient estate planning strategies for highly appreciated tangible assets.

Please share & click the link to RSVP today!

Join Karen Keane, CEO of Bonhams Skinner, and Lisa F. Sherman, of Latanzi Spaulding, & Landreth for a presentation on “Passion Assets: Estate Planning for Fine Art and Collectibles”

03/10/2023

RSVP today!
“Expert Answers to Your Social Security Questions”

Join the EPCCC for an educational Luncheon at Alberto’s Restaurant in Hyannis this Tuesday, May 14th at 11:45am.

We look forward to seeing our members and encourage any prospective or new members to join us or please reach out if you have questions!

Kurt Czarnowski is the former Regional Communications Director for the Social Security Administration in New England and wrote the chapter on "Social Security and Retirement Planning" for the book, The Six Secrets to a Happy Retirement, which was published in March, 2013. Mr. Czarnowski has been .....

02/28/2023

Our next Luncheon is coming up:
“Expert Answers to Your Social Security Questions”

Date: Tuesday, March 14, 2023
Time: 11:45am - 1:30pm
Location: Alberto's Ristorante
Speaker: Kurt Czarnowski of Czarnowski Consulting

Kurt Czarnowski is the former Regional Communications Director for the Social Security Administration in New England and wrote the chapter on "Social Security and Retirement Planning" for the book, The Six Secrets to a Happy Retirement, which was published in March, 2013. Mr. Czarnowski has been a contributor in "Retirement Weekly" and was quoted in the New York "Times", the Boston "Globe", and the "AARP Bulletin". Now the principal in Czarnowski Consulting, a retirement planning firm in its 12th year, he specializes in providing expert advice on Social Security.

RSVP today by clicking on the link! The EPCCC is a great opportunity to meet and network with individuals here on the Cape working in the professional field of estate planning. We are always welcoming new members!

Kurt Czarnowski is the former Regional Communications Director for the Social Security Administration in New England and wrote the chapter on "Social Security and Retirement Planning" for the book, The Six Secrets to a Happy Retirement, which was published in March, 2013. Mr. Czarnowski has been .....

12/29/2022

Join the Estate Planning Council of Cape Cod for a Luncheon on Tuesday, January 10th at 11:45am at Alberto’s Ristorante in Hyannis!

To start off 2023, we will be hosting a Market Update by Michael Sayers of the Rockland Trust Investment Management Group.

Please click the link below to RSVP today!

Join us to kick off the new year by getting a market update with Michael Sayers from Rockland Trust Investment Management Group.

10/11/2022

Tomorrow Evening is our Social Networking Event! If you or someone you know is in the Estate Planning field, please Click the link below to join! All RSVP’s will enjoy a complimentary beer & food by Fiddlesticks, with an opportunity to hear from Marc L. Goldberg of SCORE. We look forward to welcoming many new members this year!

We are waiving the guest fee for all registered guests. Please invite your coworkers, past members or any other professional who would benefit from EPCCC. Simply Select prepaid when registering. By the way, food is on us, as is your first drink!

09/27/2022

The EPCCC is excited to announce our first event of the year!

Please join us on Wednesday, October 12th from 4:30pm - 7:00pm for a social networking night at Cape Cod Beer in Hyannis. A delicious variety of complimentary appetizers will be provided by Fiddlestix Food Trolley & your first beer is on us!

Marc L. Goldberg, a SCORE mentor, will be our featured speaker; he specializes in entrepreneurship, strategic marketing and sales.

Best of all, we are waiving the guest fee for all registered guests, so invite your coworkers, past members or any other professional who would benefit from EPCCC - We would love to have new members join for the upcoming year! (Simply Select prepaid when registering.)

Current members, please check your email for our Membership renewal reminder, as well as the invite to this fun event!

We are waiving the guest fee for all registered guests. Please invite your coworkers, past members or any other professional who would benefit from EPCCC. Simply Select prepaid when registering. By the way, food is on us, as is your first drink!

05/03/2022

Tuesday, May 10th from 4-7

Join us for a social gathering and networking event at Cape Cod Beer, with food provided by Fiddlestix Food Trolley.

WE ARE WAIVING THE GUEST FEE FOR ALL REGISTERED GUESTS! Please invite your coworkers, past members, or any other professional who would benefit from membership to EPCCC. Simply select prepaid when registering.

Please register by this Friday.

William D. Kirchick, Esq., AEP®, 2021 President of the National Association of Estate Planners & Councils, will speak briefly about the Accredited Estate Planner Designation and NAEPC.

By the way, food is on us, as is your first drink. Fiddlestix promises bao buns, dumplings, chicken and biscuits, and more!

Cape Cod Beer, located at 1336 Phinney's Lane in Hyannis, has indoor and outdoor space, the outdoor space providing an option for anyone with concerns as we transition to in-person events. This event will take place rain or shine, though use of outdoor space may be limited in inclement weather.

There will not be a virtual option for this event.

Please note that this event is from 4-7 PM. (We know you are used to luncheons.)

We cannot wait to see you!

03/01/2022

Preparing Your Clients to Sell Their Business
Tuesday, March 8th from 11:45 - 1:30
(in-person at Alberto's and a virtual option)

Help your small business owners plan for the future of their business. Preparing Your Clients to Sell Their Business includes conversation on succession planning, retirement planning and estate planning.

We will discuss:

a variety of perspectives on preparing for the next stage of their small business (e.g. external v. internal plan)

the pros and cons of each scenario

helping small business owners to acquire the information they need to plan for the future that best suits their situation (assembling your team – legal, tax, financial, estate planning)

how to obtain a business valuation

how to choose and prepare a successor

steps to take to make sure they are able to enjoy the retirement that they envision for themselves

Our speakers:

Jim Callahan, a Dennis-Yarmouth Regional High School graduate, has practiced business and real estate law for 35 years in NH and MA. He has a sub-specialty in business succession planning. Jim has a law degree from the University of Maine and an MBA from Northwestern University.

Michaela Herlihy is President of Beacon Financial Planning, Inc. Throughout her 17 years in the industry, Michaela has been involved in three successfully executed financial planning firm succession plans. She utilizes this first-hand knowledge to help other business owners prepare for their own succession planning.