BEPC Education Program:
AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program
ABOUT THE PROGRAM:
More details to come!
Katie Sheehan is a Managing Director and Wealth Strategist with Crestwood Advisors, LLC, in Boston, Massachusetts. She advises clients on estate planning, wealth transfer, trust and estate administration, charitable planning, and related tax matters. Prior to joining Crestwood, Katie practiced law in private practice and served as Trust Counsel for Boston Financial Management.
A nationally recognized speaker and author, Katie has presented on estate and tax planning topics throughout the country and has been quoted in numerous national publications. She is Co-Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning, President of the Boston Estate Planning Council, and serves on the Board of Directors of the National Association of Estate Planning Councils (NAEPC). Katie earned her B.A., magna cum laude, from Boston College and her J.D., magna cum laude, from Suffolk University Law School.
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, January 22, 2027.
