| May 14, 2025 |
Council Networking Reception, Annual Meeting & Dinner (Heirloom and Vacation Home Planning)
Timothy Borchers, Esq., CTFA, EPLS, AEP®, Borchers Trust Law Group, PC |
| March 19, 2025 |
Council Networking Reception & Dinner (Elder Fraud and Exploitation)
Bryan J. Townsend, II and Sunny MulliganShea, Elder Abuse and Exploitation Unit, NH Dept. of Justice |
| January 8, 2025 |
Council Networking Reception & Dinner (Panel: Planning for Sunsetting Tax Laws)
Christopher Paul, Esq, McLane-Middleton; Kevin Kennedy, CPA, CFE, ABV, Maloney & Kennedy; Jody King, JD, CPA, Fiduciary Trust |
| November 13, 2024 |
Council Networking Reception & Dinner with Speaker: The Outlook for the New Hampshire and National Economies in 2025
Brian Gottlob, Economic and Labor Market Information Bureau, NH Dept. of Employment Security |
| October 9, 2024 |
Emerging Professionals Seacoast NH Mixer...Update
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| September 11, 2024 |
Council Networking Reception & Dinner with Speaker: Beyond Advisory: Managing Challenging Family Members & Helping Clients in Distress
Arden O'Connor, Intent Clinical |
| May 8, 2024 |
Dinner, Annual Meeting & Election with Speaker - Harnessing AI and Technology in Estate Planning for Professional Advisors
Paul Caspersen, CFP®,AEP®,MS |
| March 20, 2024 |
Dinner Meeting with Trust Panel Discussion: Modifying Trusts in NH-- RSVP NOW CLOSED
Panelists: Amy K. Kanyuk, McDonald & Kanyuk,PLLC, Patrick O. Collins, McLane Middleton and Jillian Mastroianni, Fiduciary Trust Company of New England |
| January 10, 2024 |
Dinner Meeting with Speaker David Freitag - Social Security and Medicare Changes for 2024 Plus the “Stealth Tax and WEP/GPO Offsets
David Freitag, CLU, ChFC, CRPC, MassMutual |
| November 8, 2023 |
Dinner Meeting with Program: Navigating the Long Term Care Path for Those with Dementia
Jennifer Pilcher, Ph.D., CMC, Clear Guidance |
| September 13, 2023 |
Dinner Meeting with Speaker - How to "Buy" College for Your Student (and Families) - The New FAFSA, Financial Aid and Planning for College
Todd Weaver, President of Strategies For College, Inc. |
| May 25, 2023 |
Emerging Professionals Central NH Mixer...Registration Now Open
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| May 10, 2023 |
Dinner Meeting with Speaker: Emotional Intelligence for Finance Professionals
Kira Copperman, KBC Consulting, New York, NY |
| March 22, 2023 |
Legacy Conversations: The Value of Introducing Clients to Non-binding Letter of Wishes and Ethical Wills
Susan Turnbull, Personal Legacy Advisors, LLC |
| January 11, 2023 |
Dinner Meeting with Guest Speaker: Planning for a Changing Granite State
Anthony S. Poore, President & CEO, NH Center for Justice & Equity |
| November 9, 2022 |
How to Attract and Better Serve Top Female Earners
Kathleen Burns Kingsbury, KBK Connections |
| September 14, 2022 |
Converting Your Passion Assets into Charitable Impact
Colleen Boyle, CAP, The Fine Art Group |
| May 11, 2022 |
RSVP is Now Closed! Dinner Meeting, Annual Election & Speaker: Estate Planning for Retirement Benefits: Untangling the Proposed Regulations
Natalie Choate, Esq. Ataxplan Publications |
| March 23, 2022 |
Dinner Meeting & Speaker - Family Matters: Navigating Family Dynamics While Helping Clients Plan for the Future
Debbie Bing, President, CFAR, Inc. and Megan Helzner, Senior Manager, CFAR |
| January 12, 2022 |
Important Update! Now an Online Event -- Dinner Cancelled...Zoom Registration Below
David G. Freitag, CLU, ChFC, CRPC, MassMutual |
| November 10, 2021 |
Dinner Meeting with Speaker: Mid-Life Wealthy Divorce
Lisa M. Cukier, Partner and Exec. Comm. Member, Burns & Levinson, LLP |
| May 12, 2021 |
Emerging Developments in Gift & Estate Tax ... Exploring Proposed Legislative Changes ... Joint Meeting with NH Society of CPAs, Council Annual Meeting & Election
Eileen Sherr, Director - Tax Policy & Advocacy of the Association of International Certified Professinal Accounts (AICPA) and Justin Ransome, National Tax Partner of Ernst & Young's Private Client Services Practice |
| March 24, 2021 |
Economic Update: New Hampshire, New England and the U.S.
Dr. Bo Zhao, Sr. Economist, New England Public Policy Center, Federal Reserve Bank of Boston |
| November 12, 2020 |
Business Succession Panel Presentation Hosted by the Association for Corporate Development and the NH Estate Planning Council
Guest Panel Presentation |
| February 25, 2020 |
First Lunch & Learn Series Program: How the SECURE Act Affects Estate Planning
Facilitator: Anu R. Mullikin, Esq. Chair, Trust and Estates Practice Group |
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