Planning for the Modern Family

Date: Wednesday, October 15, 2014
Time: 7:30am - 9:00am
Location: Spinelli's Restaurant (Second Floor, Lakeside Room), Route 1, Lynnfield, MA
Speaker: Lori Epstein, Vice President, Advanced Markets, Financial Planning and Special Needs Planning, MetLife Premier Client Group

This event is sponsored by Robert A. Gurman, Tower Wealth Advisors, An Office of MetLife. 

Please join the Essex County Estate Planning Council for our Oct. 15, 2014 event, Planning for the Modern Family, featuring speaker Lori Epstein, Vice President, Advanced Markets, Financial Planning and Special Needs Planning, MetLife Premier Client Group. 


In 21st century America, the traditional married family with a stay-at-home spouse, two children and a dog is no longer very common. Family units are now much more varied and include domestic partners, blended families following divorce and senior couples that choose not to remarry. The modern family is a diverse group that includes: young heterosexual unmarried couples, divorced couples with children from a previous marriage who marry and those who choose to cohabitate but not to marry. Ms. Epstein will discuss the special considerations and planning opportunities which should be evaluated prior to implementing any strategy for modern families. 


Registration is required for this event. 

Fees are as follows: Members and first-time guests of members, $35; Non-members, $60. 

Payment may be made online, at the door, or by check made out to the Essex County Estate Planning Council and mailed to:

Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950

About Our Speaker

As Vice President of MetLife’s Advanced Markets, Financial Planning and Special Needs Planning organizations, Lori Epstein and her group are responsible for providing sophisticated estate, business and retirement planning case design assistance to top-tier representatives and financial planners. In addition, support for planning for families with special needs dependents, planning support for nontraditional couples and financial planning services are part of the package of solutions that she and her team bring to the table. Lori is a driving force behind MetLife’s policy standards and its value proposition as it relates to estate, business and retirement planning.

In her more than 20 years with MetLife, Lori has served in various positions related to estate and business planning. Before joining MetLife in 1993, Lori maintained a private law practice in Manhattan concentrating on trusts and estates, estate and business planning, elder law and real estate.

Lori is a member of the Estates, Trusts, and Surrogates Court Practice Section and Elder Law Committee of the New York County Lawyers Association. She is also a member of the Association for Advanced Life Underwriting (AALU) Business Insurance and Estate Planning and Membership Committees.

Lori has chaired, moderated and spoken at Bar Association seminars, Estate Planning Councils, the Financial Planning Association (FPA) and continuing legal education courses. She is a sought after speaker on such topics as estate planning, planning for same sex couples, financial literacy and helping women plan for and secure their financial futures. 

Additionally, Lori has spoken at numerous events for women in our industry along with those who are owners of small businesses. These include MetLife’s Women’s Sales Forum, Women Business Enterprise National Council (WBENC) Annual Conferences, Women in Insurance & Financial Services (WIFS) and Wine, Women and Wall Street. She has presented at MetLife in- firm agency events focusing on Women in Business and the specific planning issues faced by them. In June 2014, Lori was a recipient of the Women’s Venture Fund’s Highest Leaf Award. This award honors women whose business or professional contributions have significantly impacted their industry and exemplified the balance between outcome and responsibility in their workplace.

Over the years of her career, Lori has also been interviewed for and published by numerous financial journals and news outlets.

Lori is a graduate of Hofstra University and the Benjamin N. Cardozo School of Law of Yeshiva University. 


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