EPCRI: November Dinner Meeting

Date: Monday, November 5, 2018
Time: 5:30pm - 8:00pm
Location: The University Club, 219 Benefit St, Providence, RI
Speaker: Jamie L. Mendelsohn

Estate Planning Council of Rhode Island


Lynn E. Riley, President; George F. Warner, Vice President; Robert J. Tyler, Jr., Secretary; Karen J. Bacon, Treasurer; Stephen P. Ashworth, Past President


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, 


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.

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