Lori Epstein

Background

About Lori Epstein

A well-respected attorney and expert in sophisticated estate, business and retirement case design, I provide invaluable case design, training and marketing support to financial service organizations, their firms and top-tier financial advisors and planners. My strengths lie in planning for non-traditional couples, families with a child or dependent with special needs and planning for women and small businesses. Prior to my experience as VP of MassMutual's Advanced Markets and Financial Planning organizations, I held leadership positions related to estate, business and financial planning for more than 20 years at MetLife. Instrumental in attracting more advisors to the practice of Financial Planning, I provided critical training and support necessary for them to be more productive. A well established speaker on topics such as estate planning, planning for same sex couples and individuals with special needs, helping women plan for a secure financial future. A featured speaker at national events including Women Business Enterprise National Council (WBENC), National Association of Women Business Owners (NAWBO), and Women in Insurance and Financial Services (WIFS).