ESTATE PLANNING COUNCIL OF LOWER FAIRFIELD COUNTY, INC.

Please join us for an exciting first dinner meeting of the New Year when we will hear from BNY Mellon’s Jere Doyle as he recaps the 58th Annual Heckerling Institute on Estate Planning Conference held earlier this month. Jere will share key topics and perspectives discussed this year along with implications of recent and anticipated legislation and regulations. We look forward to hearing his insight into how this knowledge can be put to work to help you and your practice.

We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner and the presentation by Jere, who is a senior estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

Guest Attendees:  The guest fee is $85 and guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by William Murray, CPA, CFF, ASA, ABV, 1st Vice President, Membership, at wmurray@mpival.com.

Please reserve a place for yourself and your guest(s) by completing and returning the tear sheet below no later than Monday, February 5^th. 

Please click on the document link below for registration details.

This dinner program is proudly sponsored by BNY Mellon Wealth Management.