ESTATE PLANNING COUNCIL OF LOWER FAIRFIELD COUNTY, INC.

Please join us for our Fourth Annual Networking Event with the Estate Planning Council of Westchester County, Wednesday, October 21, 5:00pm-8:00pm, at Sam’s of Gedney Way in White Plains.

This year’s event features an educational presentation on Enhancing Client Plans with Charitable Giving: Opportunities & Solutions Through Community Foundations presented by Audra Lewton, Esq., Director of Planned Giving of The New York Community Trust. Click here for speaker bio.

Attorney Lewton will explore a variety of charitable giving strategies, highlighting the advantages and flexibility of working with community foundations. The goal is to help you help your clients develop plans that include meaningful support for the causes they care about in financially advantageous ways—whether during their lifetime or through their estate, all while keeping in mind recent changes to the tax laws. We’ll have a lively conversation, including practical takeaways to enhance planning discussions at year-end and at every phase of the planning process. (1 CPA/1 CFP CEU pending approval)

Agenda & Registration
5:00-6:15 - Registration and Networking
6:15 – Buffet Dinner Served
6:30-7:30 – Opening Statements and Presentation
7:30-8:00 – Additional Networking
 

Please note that seating for this event is limited, so reservations are on a first come, first served basis. Free parking is available behind the restaurant and a community parking lot is located across the street. Click here for directions.

Registration Deadline: 5:00pm on Wednesday, October 14th.

Late Registration: Space permitting, registrations may be accommodated through 5:00pm on Monday, October 19th.

Cancellations: If your plans change and you can no longer attend, please let us know no later than 5:00pm on Wednesday, October 14th.

Member Fee: N/C - Please register via email to epc-lfc@comcast.net or call our Council Administrator Lori Somerville at 203-469-5039.

Non-Member Fee: $95 - Registration fee is payable by check, credit card, or through their bank account via Zelle and all guests must submit via email to epc-lfc@comcast.net their full name, professional designations (if any) and professional discipline, firm, phone, and email.

To pay by check: Please mail your check made payable to ”EPC-LFC” to: EPC c/o Lori Somerville, 175 South End Road, #A2, East Haven, CT 06512-4555.

To pay by credit card: Click here to pay by credit card.

To pay via Zelle: Click on “Send Money”; in the “Recipient Name” field enter “Estate Planning Council”; then in the “email field” enter the council’s email address epc-lfc@comcast.net; then click on “Add Recipient”; next enter the dollar amount.

Guest attendance by a professional colleague is limited to two meetings per year 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 Neil Benedict, 1st Vice President, Membership, at nbenedict@ft.newyorklife.com.