"Members Only" Breakfast Meeting: A Moveable Feast: helping clients move in the here and now and executors move them in the hereafter

Date: Wednesday, November 9, 2016
Time: 8:00am - 9:00am
Location: U.S. Trust Offices, One Gorham Island, 2nd Floor, Westport, CT 06880
Speaker: Sharon Bregman. Founder, 360déménager

We are pleased to announce that Sharon Bregman. Founder, 360déménager, will be the guest speaker and will talk about "A Moveable Feast: helping clients move in the here and now and executors move them in the hereafter” at our “members only” breakfast meeting on Wednesday, November 9, 2016, 8:00 a.m. to 9:00 a.m., at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport.

As an estate planning professional, are you close enough to your clients to ask them what would happen if they were in an accident, or worse? Is there someone who knows what needs to be done to keep the ship from sinking or even just taking on water?

  • Has a client ever told you that they were moving? Most of us know what that process is like- grueling.  How much would your client appreciate you if you introduced them to a service that took all of the heavy lifting coordination of that move out of their hands? 
  • Do you educate your clients about the importance of keeping good records in an accessible place? Do you plan for the advent of not being able to find a critical password, the key to the safety deposit box, the important papers, etc.?  There are services that can help your clients organize themselves to protect their families.

Sharon Bregman started 360déménager in 2005, a move management / professional executor/estate emptying-disposition service. She grew up in Montreal where she spent most weekends in heavy manufacturing facilities as an observer. Sharon attended McGill University where she received an undergraduate degree with majors in Physiological Psychology and Political Science, continuing on to a Masters in Education. 360déménager is in its eleventh year of business comprised of almost referrals from trusted advisors and past clients.

Reservations to attend can be made by contacting me by email (thenske@lenoxadvisors.com); “first come, first served.” As a courtesy to those who attend, we request that cell phones be silenced during the session. We also request that “No Shows” be minimized.

Council Breakfast Meetings are held at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport, from 8:00 a.m. to 9:00 a.m. Please feel free to bring coffee, tea, bagels, etc. to the meeting.

If we must cancel a breakfast meeting, an email will be sent to all registrants for whom we have an email address and we will make every effort to contact all registrants by phone as well. If you are unable to check your email or voice messages, please visit our website at www.epclfc.org where the cancellation announcement will be posted on our home page under “Next Meeting.” Except in unusual circumstances, we would know about the cancellation by 4:00 p.m. the afternoon prior to a breakfast meeting.

Finally, please mark your calendars for our next dinner program: Wednesday, December 7, at the Innis Arden Golf Club in Old Greenwich.

With best regards,

Thomas J. Henske

Second Vice President, Programs


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