SEPC September Meeting

Date: Wednesday, September 23, 2020
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: Paul S. Lee - Northern Trust



September Meeting

The meeting login will begin at 11:50am, please sign in promptly so you have adequate opportunity to prepare for the meeting at 12:00pm.

Zoom meeting information will be emailed the day before.

Shining Light through Darkness: Planning in the Shadow of Fear, Social Distancing, Uncertainty & the Election

: Paul S. Lee, Global Fiduciary Strategist - Northern Trust


The COVID-19 pandemic has stalled global economies, causing asset values and interest rates to plummet, and there is a pending election that could dramatically change the income and transfer tax landscape.  Clients are fearful for their health and wealth, and of the uncertainty that lies ahead.  The best estate planners can be a beacon of light during these dark times, providing wise counsel and devising plans that clients can act upon today, with assurance that they will survive these turbulent times (and even take advantage of the current planning environment,  the “expiring” provisions, and anticipated tax law changes).


  • SEPC Members: Free
  • Non-Members: $20 (Nonmembers must be hosted by a member.  Please contact Raquel Altavilla,, if you would like to attend.)

For more information:

Contact: Raquel Altavilla
Phone: 916.715.5939

Registration will close on Monday, September 21.

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