ESTATE PLANNING COUNCIL OF LOWER FAIRFIELD COUNTY, INC.

Please join us for the last dinner meeting of our 2023-2024 program season on Wednesday, May 8, at The Waters Edge at Giovanni’s in Darien. We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner and a timely session on The Global Capital Markets – Opportunities and Risks – in a Presidential Election Year Amidst Global Unrest and Uncertainties presented by Ben Goetsch, CFA, Senior Investment Strategist, Bernstein Private Wealth Management, and Kelly Clements, Wealth Advisor, Bernstein Private Wealth Management

Kelly will introduce the firm and share a high-level introduction of how her team engages in different levels of planning for the benefit of their clients. At Bernstein, no two clients are alike and planning is at the heart of the advice they render. Kelly will speak about Bernstein’s sophisticated planning capabilities, and the importance of understanding a client’s “Core Capital” - the amount of money that a person would need to have in their portfolio today to sustain their expenses with a high degree of confidence over their lifetime. Ben will be sharing Bernstein Private Wealth Management’s research and perspective on the global capital markets and how the firm manages client portfolios, including investment opportunities to focus on and those to avoid. 

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) no later than Monday, May 6^th. 

Please click on the document link below for speaker bios and registration details.

This dinner program is proudly sponsored by Bernstein Private Wealth Management.