ESTATE PLANNING COUNCIL OF LOWER FAIRFIELD COUNTY, INC.

October 26, 2022

Sustainable Investing & Fiduciary Duty

Emily Brunner, Wealth Advisor, Zach Chafitz, Investment Specialist, and Hank Snyder, Senior Private Banker, JP Morgan Private Bank

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November 16, 2022

Bernstein Private Wealth Global Capital Market Update – The Impact of Inflation and Interest Rates, The Mid-Term Elections, and Global Unrest

Roosevelt D. Bowman, Senior Investment Strategist, Bernstein’s Wealth Strategies Group

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December 14, 2022

The Federal Estate Tax Exemption: Use It or Lose It

Stacey McMahan, JD, CLU, ChFC, Director, Advanced Designs, Pacific Life Insurance Company

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January 18, 2023

Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning

Jamie Mendelsohn, EVP, Ashar Group

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