Past Events

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
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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