SEPC September Meeting

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

 

 

September Meeting


Agenda
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

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

Description:

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).

Cost

  • SEPC Members: Free
  • Non-Members: $20

For more information:

Contact: Raquel Altavilla
Phone: 916.715.5939
Email: raltavilla@comcast.net


Registration will close on Monday, September 21.

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