Past Events

May 8, 2019 Dinner Meeting, Annual Meeting with Election and Speaker Presentation
Donny Shimamoto, CPA, CITP, CGMA, Founder and Managing Director, IntrapriseTechKnowlogies, LLC, Honolulu, HI
March 27, 2019 Dinner Meeting with Speaker: Blockchain & Cryptocurrency - What Estate Planners Ought to Know
Bobby Henebry, Henebry Blockchain & Cryptocurrency Consulting, LLC, Decatur, GA
January 9, 2019 Dinner Meeting with Speaker: NH's Current Demographic and Trends, Economic and Workforce Issues and Defining the Healthcare Landscape
Steve Norton, Elliot Health System, Manchester, NH
November 14, 2018 Dinner Meeting with Speaker: Cross-Functional Teamwork - Four Principles of Optimal Teamwork from the Navy SEAL Teams
John D. Choate, Managing Director, SA-720 Strategies™
September 12, 2018 Dinner Meeting with Speaker: Case Studies in Estate Planning for Retirement Benefits: Practical Ideas for Real Life Situations
Natalie B. Choate, Esq., Nutter McClennen & Fish, LLP, Boston, MA
May 9, 2018 Council Dinner Meeting & Election and Speaker Program
Susan N. Gary, Orlando J. and Marian H. Hollis Professor of Law, University of Oregon School of Law, Impact Investing for Trusts
March 28, 2018 Dinner Meeting with Speaker: Working with Clients in an Age of Cybercrime
Ryan Barton, Chief Executive Officer, Mainstay Technologies
January 10, 2018 Dinner Meeting with Speaker: Diving into Difficult Conversations
Rev. Parisa Parsa, Essential Partners, Making Difficult Conversations Not So Difficult
November 8, 2017 Moving From Overwhelmed to Overjoyed - How to help your clients successfully navigate their transitions
Katherine E. Grondin, MSW, Owner/Principal and Ellen Sullivan, Move Manager, Home Transition Resource
September 13, 2017 Dinner Meeting with Speaker - Revised Uniform Fiduciary Access to Digital Assets Act
Suzanne Brown Walsh, Esq., Murtha Cullina, LLP, Hartford, CT
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