When A Good Estate Plan Isn't Enough
Please join us for our fall dinner program on Thursday, November 12, 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 our educational presentation on When a Good Estate Plan Isn't Enough.
Our Program
An estate plan can be legally valid, tax-efficient, and technically sophisticated. But what happens when the client never signs it, never funds it, cannot explain it, or leaves the people affected by it unprepared?
In this interactive program, Brian and Miki Lasher will examine the human factors that influence whether sound estate-planning advice produces meaningful action. Through stories, audience discussion, and practical demonstrations, they will explore how values, family relationships, competing motivations, and implementation barriers can affect client decision-making and follow-through.
Attendees will consider how attorneys, CPAs, trust officers, financial advisors, and other professionals can recognize unresolved ambivalence, deepen client conversations, reduce barriers to implementation, and collaborate more effectively across disciplines.
Our Presenters
Brian Lasher is the founder of Euclid Harding, LLC, where he helps individuals and families navigate consequential decisions involving their lives, families, businesses, and wealth. Through Pathfinder, Euclid Harding’s strategic planning process, Brian helps clients clarify what matters most, organize complex and interconnected priorities, and create a practical roadmap for moving forward. His work focuses on helping clients translate sound advice into meaningful action through thoughtful implementation, accountability, and coordination among attorneys, CPAs, investment professionals, and other trusted advisors. Brian is particularly interested in how a more human and collaborative planning process can help families make better decisions and follow through on their intentions.
Miki Lasher, Ph.D., is a licensed psychologist, neuropsychologist, and financial behavior specialist with Euclid Harding, LLC. She brings expertise in human development, assessment, behavior, and mental health to understanding the personal and relational factors that shape consequential financial and estate-planning decisions. Miki helps clients and their professional advisors recognize competing motivations, improve communication, and create the conditions for greater clarity, genuine commitment, and follow-through. She is a past president of the Connecticut Psychological Association and remains active in the organization’s leadership, educational, diversity, and professional-advocacy initiatives.
We encourage you to invite your colleagues and other estate planning professionals to join us on November 12th!
Registration
Please reserve a place for yourself and your guest(s) by registering no later than Monday, November 9th. In an effort to reduce the expense of no-shows, please let us know at least 48 hours prior to the event if you (or your guest) need to cancel.
Members: Please register via email to epc-lfc@comcast.net or call our Council Administrator Lori Somerville at 203-469-5039.
Guest Attendees: There is a registration fee of $95 per guest, payable by check, credit card, or through your bank account via Zelle, and their full name, professional designations (if any) and discipline, firm, phone, and email must be emailed to epc-lfc@comcast.net.
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 attend 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.
