September 16, 2024 |
EPCRI: Fall Networking Meeting
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May 6, 2024 |
EPCRI Dinner Meeting: Resiliency is a Reflex
Trent Theroux |
March 26, 2024 |
EPCRI March Lunchtime Learning: "Estate Planning for Millennials"
Jason Friday, CFP®, MPAS® , RICP®, Head of Financial Planning, Citizens Wealth Management |
February 12, 2024 |
February Networking with EPCRI
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January 24, 2024 |
EPCRI Lunchtime Learning: Avoiding Overplanning: How to Right Size a Transfer Tax Strategy for Success
Jennifer B. Goode, Director of the Institute on Trusts and Estates and Brian Beneduce, Vice President - Financial Advisor |
December 12, 2023 |
EPCRI December Lunchtime Learning: "Malpractice in Estate Planning - Some Guidance on How to Avoid it"
Panel: Charles A. “Clary” Redd, Esq.; Margaret E.W. Sager, Esq.; Turney P. Berry, Esq.; Thomas O. Hiscott, Esq. |
November 6, 2023 |
An Evening With David N. Cicilline, President and CEO of the Rhode Island Foundation
David N. Cicilline |
September 11, 2023 |
EPCRI: Fall Networking Meeting
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May 8, 2023 |
EPCRI: May Annual Meeting
David Richman |
April 19, 2023 |
Helpful Takeaways from Recent Court Decisions Regarding the Drafting and Administration of Trusts
Robert M. Duffy, Esq. and Stacey P. Nakasian, Esq. |
February 6, 2023 |
February Networking with EPCRI
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January 18, 2023 |
EPCRI Lunchtime Learning: Hot Topics and Planning Ideas from Heckerling 2023
Michael T. Lahti, Esq. |
November 30, 2022 |
EPCRI November Lunchtime Learning: "Year-End Tax Planning: There's One Month Left"
Patricia A. Thompson, CPA, MST, PFS |
November 7, 2022 |
EPCRI Dinner Meeting: Converting Passion Assets into Charitable Impact
Colleen Boyle, The Fine Arts Group |
September 12, 2022 |
EPCRI: Fall Networking Meeting
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May 16, 2022 |
EPCRI: May Annual Meeting
Stephen Salloway, MD, MS |
April 18, 2022 |
EPCRI Lunchtime Learning: Hot Topics and Planning Ideas from Heckerling 2022
Michael T. Lahti, Esq. |
February 28, 2022 |
EPCRI: Can a Trustee “Do Well While Doing Good”? The Law and Economics of ESG Investing
Robert H. Sitkoff |
January 25, 2022 |
EPCRI January Lunchtime Learning: Your HNW Clients Want to Talk with You about Charitable Giving: Are You Prepared?
Carol Golden |
December 8, 2021 |
EPCRI December Lunchtime Learning "Year-End Tax Planning - There's Still Time"
Patricia A. Thompson, CPA, MST, PFS |
November 15, 2021 |
EPCRI: Can a CRT Stretch an Inherited IRA?
Christopher Hoyt |
October 4, 2021 |
EPCRI: Fall Networking Meeting
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May 24, 2021 |
EPCRI May Meeting: The Gen-Savvy Financial Advisor
Cam Marston |
April 20, 2021 |
EPCRI April Lunchtime Learning: Elder Abuse – Protecting Our Clients
Molly Kapstein Cote & Mickaela Driscoll |
February 8, 2021 |
EPCRI: February Lunchtime Meeting
Jessica Donahue and Davide Estanislau |
November 16, 2020 |
EPCRI: November Virtual Meeting
Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law |
October 29, 2020 |
EPCRI: October Lunchtime Learning
Gregory A. Porcaro, CPA |
September 14, 2020 |
EPCRI: September Virtual Meeting
Natalie Choate, J.D. |
March 10, 2020 |
EPCRI: March Lunchtime Learning
Michael T. Lahti |
February 3, 2020 |
EPCRI: February Dinner Meeting
Peter R. Phillips, CFA, CAIA |
November 4, 2019 |
EPCRI: November Dinner Meeting
Harry S. Margolis |
September 23, 2019 |
EPCRI: Fall Networking Event
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May 6, 2019 |
EPCRI: May Annual Meeting
Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS |
April 9, 2019 |
EPCRI: April Lunchtime Learning
Peter A. Hainley of Walsh, Brule & Nault |
February 26, 2019 |
EPCRI: February Lunchtime Learning
Kathleen Ryan, Esq. & Kimberly McCarthy, Esq. |
February 4, 2019 |
EPCRI: February Dinner Meeting
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November 20, 2018 |
EPCRI: November Lunchtime Program
David D. Curtin, JD |
November 5, 2018 |
EPCRI: November Dinner Meeting
Jamie L. Mendelsohn |
September 17, 2018 |
EPCRI Fall Networking Meeting
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May 15, 2018 |
EPCRI May Brown Bag
Josh Caswell |
May 7, 2018 |
EPCRI Annual Meeting
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February 5, 2018 |
EPCRI February Dinner Meeting
Steven Ursillo |
December 5, 2017 |
EPCRI December Lunch & Learn
Josh Caswell |
November 6, 2017 |
EPCRI November Dinner Meeting
John M. Harpootian, Esq. |
September 26, 2017 |
EPCRI September Lunch & Learn
Ben Singer |
September 11, 2017 |
EPCRI Fall Networking Event
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May 1, 2017 |
EPCRI Annual Meeting
Sandy Coletta |
February 6, 2017 |
EPCRI February Dinner meeting
Kent W. Gladding, CPA & Peter R. Phillips, CFA |
November 16, 2016 |
EPCRI November Lunch & Learn
Kate Kishfy, Esq & Bridget Mullaney |
November 7, 2016 |
EPCRI November Dinner Meeting
Neil S. Steinberg |
September 12, 2016 |
EPCRI Fall Networking Meeting
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May 2, 2016 |
EPCRI Annual Meeting
Kurt Czarnowski |
February 1, 2016 |
Global Market Update
Bill Flannery, American Funds |
December 8, 2015 |
Buy Sell Planning for QPSC, S Corp, and LLC Professional Practices
Russell E. Towers, JD, CLU, ChFC |
November 30, 2015 |
Understanding the Stages of Alzheimer’s Disease and Opportunities for Prevention
Stephen Salloway, MD MS |
October 5, 2015 |
EPCRI Fall Networking Event
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May 11, 2015 |
Annual Meeting - Opportunities & Perspectives for 2015
J. Kelly La Vigne, JD |
February 23, 2015 |
RESCHEDULED - Decision Making With Your Elder: Walking that Thin Line
Betsy Sherry and Kristin N. Matsko, Esq. |
November 17, 2014 |
Reducing the Cost of College - Estate and Financial Planning Considerations
Gregg Cohen, President of Campus Bound |
September 15, 2014 |
Networking Meeting
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May 5, 2014 |
Annual Meeting
Linda Riordan, RI Chief Revenue Agent, Estate Tax |
February 10, 2014 |
Using the Inherited IRA to Enhance the Security of Children and Grandchildren
Russell E. Towers, JD CLU ChFC |
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