EPCRI: November Dinner Meeting
Estate Planning Council of Rhode Island
2018-2019
Lynn E. Riley, President; George F. Warner, Vice President; Robert J. Tyler, Jr., Secretary; Karen J. Bacon, Treasurer; Stephen P. Ashworth, Past President
Directors:
Lynn E. Riley; George F. Warner; Robert J. Tyler, Jr.; Karen J. Bacon; Stephen P. Ashworth; Caitlyn R. Beauregard, Ashley Abbate Macksoud; Anthony R. Mignanelli; and Bridget Mullaney,
NOTICE OF MEETING
DATE: Monday, November 5, 2018
PLACE: The University Club
219 Benefit Street, Providence, RI 02903
TIME: 5:30 – 8:00 p.m.
R.S.V.P. Follow the Link Below and Register yourself no later than January 30, 2018
or RSVP to admin@epcri.org
TOPIC: Advanced Planning Applications for Life Settlements and Policy Valuations
SPEAKER: Jamie L. Mendelsohn
Jamie is Executive Vice President with Ashar Group, an Orlando, FL-based company that serves as an independent resource for planners and fiduciaries nationwide in the life settlement market. Jamie has been an advocate for clients for more than a decade and partners with the nation’s leading wealth management firms, attorneys, CPAs, trust officers and financial professionals.
Jamie is a national speaker on life settlements and innovative market based policy valuations. She also provides continuing education for financial and insurance professionals.
Jamie earned her bachelor’s and master’s degrees from The University of Florida and is active in local and national charities.
Please note, this is a members only meeting.
