How Financial Planning Can Aid Estate Planning
We are pleased to announce that we will be hosting a special session on How Financial Planning Can Aid Estate Planning on Wednesday, January 27th, with Robin Sherwood, CFP®, Executive Vice President and Chief Compliance Officer, HTG Investment Advisors Inc. Robin will lead an interactive session of several cases illustrating how the financial planning process can help clients to understand what they can and cannot afford as they age and what their estate might look like in the future. Also discussed will be financial projections that use variable assumptions to help determine what can be gifted, what can be disclaimed and what future growth might be removed from an estate. Click here for speaker bio.
Due to the fact that we’ve had to move to all virtual programming, guests are welcome to attend our webinars at no charge. However, our guest policy remains essentially the same: guest attendance by a professional colleague is limited to two virtual events within a two-year period. Eligible guests and professionals that work 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 Robin Sherwood, CFP®, our First Vice President, Membership, at 203-972-8262 or firstname.lastname@example.org.
Please click on the document link below for registration details for members and guests. Note, registration deadline is Monday, January 25th.