LORI EPSTEIN, JD

SENIOR ADVISOR

Lori Epstein has had an impressive career working as an attorney for large financial services organizations. In her last position, she was a Vice President in MassMutual’s Advanced Markets and Financial Planning organization where she provided sophisticated estate, business and retirement case design assisting top-tier financial advisors and planners. She also offered planning support for nontraditional couples andfor the disabled.

Lori is a member of the Estates, Trusts and Surrogates Court Practice Section and Elder Law Committee of the NYSBA and the New York County Lawyers Association. She is also a member of the Association for Advanced Life Underwriting (AALU) Business Insurance and Estate Planning and Membership Committees.

Lori is a sought after speaker on such topics as estate planning, planning for same sex couples and individuals with special needs, as well as helping women plan for a secure financial future. Additionally, Lori has spoken at numerous events including Women Business Enterprise National Council (WBENC) Annual conferences, National Association of Women Business Owners (NAWBO), Women in Insurance & Financial Services (WIFS), Wine, Women and Wall Street and MetLife’s Women’s Sales Forum.

In 2014, Lori was a recipient of the Women’s Venture Fund’s Highest Leaf Award which honors women whose business or professional contributions have significantly impacted their industry. Ms. Epstein serves on the Board of Directors of the Women’s Venture Fund. She has also received the Women on the Move award from The Arthritis Foundation which honors women of achievement who are role models in their professional, philanthropic or individual endeavors.

Previous Speaking Engagements

• Women Business Enterprise NationalCouncil

• National Association of Women Business Owners

• Women in Insurance & Financial Services

• Wine, Women and Wall Street

• MetLife’s Women’s Sales Forum