Upcoming Programs

October 2, 2019 - Multi-Channel Marketing That Works
with Michael Neuendorff

Our presenter will share what's working for professional small businesses in terms of online marketing executed with a multi-channel approach. He will discuss the role of a website, social media and more to present a cohesive picture of what is working today.

To register online for this event, please click here.

We welcome Boston Private as the Platinum Sponsor for this event.






September 4, 2019 - It Takes A Team
with Jennifer Dermon, John Golden, and Rick Raybin

Our speakers provided an entertaining presentation bringing to life the ways our members help each other and those we serve.

We are grateful to McDowall Cotter for providing Gold Sponsorship  of this event, as well as Home Care Assistance for their Silver Sponsorship


May 1, 2019 - The Suitability Solution for Long-Term Care Planning
with Denise Michaud

Our presenter provided a high level understanding of long-term care: how it differs from medical and hospice care, the costs and impact of assets, estate planning, and families, a description of how long-term care insurance policies work, and the types of policies that are available.

We are grateful to BNY Mellon for providing Platinum Sponsorship and of this event.


March 6, 2019 - Tax Cuts and Jobs Act - The First Year
with Robert M. Caplan, CPA

Our presenter reviewed the key provisions of Tax Cuts and Jobs Act tax bill including the qualified business income deduction, as well as issues that have come up during the tax filing season.

We are grateful to Hopkins Carley for providing Gold Sponsorship of this event, as well as Bay Laurel Law Group for their Silver Sponsorship.


February 21, 2019 - Heckerling Continues (Despite Government Shutdown)
with Laurelle Gutierrez, Charles Packer & Mark Shepherd

A special joint luncheon with the San Mateo County Bar Association in which the presenters summarized the latest thinking in Estate Planning gleaned from the 53nd Annual Heckerling Institute conference

We are grateful to Barulich Dugoni & Suttmann Law Group, Inc. for providing Platinum Sponsorship of this event.


January 9, 2019 - Recent Developments in Special Needs Planning
with Ellen Cookman, Esq.

Our presenter provided a lively and informative presentation on the basics of special needs trusts as well as a deeper look into more complex issues.

We are grateful to Home Care Assistance and Senior Seasons for providing  Platinum Co-Sponsorship of this event, as well as Capital Group for their Silver Sponsorship.


December 5, 2018 - Increasing Assets Under Management
with Jeff Hesseltine, The Salvation Army

Our presenter delved into tax advantaged charitable plans that benefit advisor's clients, their families, and charities.

We are grateful to SGC Financial and Insurance Services for providing  Platinum Sponsorship of this event, as well as Caplan and Wong CPAs, LLP for their Silver Sponsorship.


November 7, 2018 - Cyber Crime
with Michael Price, MPA Networks

Our speaker addressed how cyber crime got to where it is today, where it's going, and what we can and cannot do about it to protect our businesses and our clients

Our thanks to our Platinum Sponsor, Boston Private, and Silver Sponsor, Aaron Riechert Carpol & Riffle, APC, for their generous support of this event.


October 3, 2018 - LGBTQ Estate Planning
with Alma Soongi Beck, Esq.

Our speaker addressed differences and nuances of working with same-sex couples, and highlighted some of the issues for practitioners to keep aware of when working not only with same-sex couples, but also with opposite-sex unmarried couples.

Our thanks to our Silver Sponsor, Reverse Mortgage Funding, for their generous support of this event.


September 5, 2018 - Attacking and Defending Trusts in a Divorce
with Justin Miller

Our speaker addressed the issues that often arise with types of trust structures during the divorce process, and showed how to analyze how certain trusts can be used as a creative solution for difficult divorce cases.

Our thanks to our Platinum Sponsor, McDowall Cotter for their generous support of this event.