VIRTUAL GALA - Map Dynamics
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ANNUAL CORPORATE SPONSOR INFORMATION 2021 VIRTUAL GALA MAY 19, 2021
Transcript of VIRTUAL GALA - Map Dynamics
ANNUAL CORPORATE SPONSOR INFORMATION
2021VIRTUALGALA
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Time Event
5:00pm – 6:00pm
Gold Level Concurrent Experiential Sessions• Sponsored Flower Design• Sponsored Charcuterie Board Creation• Sponsored Cocktails with Mixologist• Sponsored Wine & Cheese Tasting
6:00pm – 6:03pm Transition to the “Main Stage”
6:03pm – 6:06pm Virtual Red Carpet Welcome
6:08pm – 6:30pm
Welcome and Opening by Jared Bowen, Emcee• Outgoing President’s Remarks, Kelly Aylward • President’s Award Presentation, Kelly Aylward• Incoming President’s Remarks, Steven M. Carr• Recognition of AEP® Designees, Emcee• Recognition of Sponsors and Nonprofit Partners, Emcee
6:30pm – 7:00pm
Silver Level Concurrent Experiential Sessions• Sponsored Chocolate Tasting Experience • Sponsored Comedian• Sponsored Mentalist• Sponsored Dueling Pianos
7:00pm – 7:30pm
• Video Introduction of Excellence Award Recipient, Emcee• Announcement of Excellence Award Recipient• Excellence Award Recipient Introduction and Speech• Closing Remarks, Emcee
7:30pm-8:00pm
Optional Networking Breakout Rooms One Breakout room will be dedicated to new members.
AGENDA
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A trusted partner to navigate wealth’s many complexities
WEALTH PLANNING | BANKING | TRUST & ESTATE SERVICES | INVESTING | FAMILY OFFICE
Superior client outcomes require holistic planning and flawless execution by a team of coordinated advisors. We’ll complement your expertise across all aspects of wealth management. Through partnership with advisors like you, we can deepen relationships and work together to help clients achieve their goals.
Let’s explore ways we can work together.
Northern Trust banks are members FDIC. © 2021 Northern Trust Corporation.
FOR MORE INFORMATION CONTACT
Christopher D. PerryPresident, Wealth Management, New England One International Place, Suite 1600, Boston, MA 02110617-235-1835 or [email protected] northerntrust.com
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amazing relationshipsBurns & Levinson is proud to celebrate and support the Boston Estate Planning Council’s 2021 Annual Gala.
617.345.3000 | burnslev.com
BROWN ADVISORY IS PROUD TO SUPPORT
THE BOSTON ESTATE PLANNING COUNCIL
ANNUAL GALA
(617) 326-0629 www.brownadvisory.com
Craig [email protected]
Brown Advisory is an independent investment firm committed to
delivering a combination of first-class performance, strategic advice and the
highest level of client service.
Congratulations to BEPC’s 2021 Honorees!
Excellence Award Recipient, David E. Appel
President’s Award Recipient, Ruth Mattson
A modern wealth advisory with old world stability and new world agility.
©2021 Eaton Vance WaterOak Advisors
Contact: Rick Tyson 617-292-6799 [email protected]
Wealth Planning Investment Management Trust & Estate Services Custody Donor-Advised Fund Program
FiduciaryTrustBoston.com
© 2021 PwC. All rights reserved. Please see www.pwc.com/structure for further details.
Dedicated to the business of familiesOur Personal Financial Services practice knows that growing and protecting your wealth is more complex than ever before. From navigating tax reform to maintaining a family office, we’re focused on helping you achieve your goals.
www.pwc.com/us/wealthguide
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We are happy to support the BEPC GalaGood insurance supports you, guides you
and empowers you. And so should a good
broker.
For a no obligation review and insurance program proposal contact:
Let's build an insurance portfolio that protects your personal and professional assets.
Advocacy.Tailored Insurance Solutions.Peace of Mind.
hubinternational.com
SSuussaann OOggrrooddnniikk--SSmmiitthh Chief Sales Officer,Personal Insurance(978) 661 - [email protected]
Click here to connect with Susan on
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We speak your language. Our Private Client Services Group provides high net worth individuals with legal and tax planning for their estates, trusts, business activities, investments and insurance.
We embrace a collaborative model that ensures clients achieve their goals, and serves as the foundation in building trusting relationships for successful wealth transfer.
Boston, Wellesley, Chelmsford, MA 781.235.5500 | wcnllp.com
Rice, Heard & Bigelow proudly supports
the Boston Estate Planning Council.
RHB congratulates David E. Appel as the winner of the 2021
Excellence Award.
Trustees for Individuals, Families, and Charities since 1782
Rice, Heard & Bigelow proudly supports the Boston
Estate Planning Council.
RHB congratulates David E. Appel as the winner of the
2021 Excellence Award.
Dave D’Amico
617.457.2042
wilmingtontrust.com©2021 M&T Bank Corporation and its subsidiaries. All rights reserved. 77455 220420 VF
the Boston Estate Planning Council.
SUPPORTWilmington Trust is proud to
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