Lori Epstein, Senior Advisor at GDM is a well-respected attorney and expert in sophisticated estate, business and retirement case design for large financial services organizations. In her most recent corporate position, she was a Vice President of MassMutual’s Advanced Markets and Financial Planning organization, where she provided invaluable assistance to top-tier financial advisors and planners. She also provided planning support for nontraditional couples and the largest diverse segment – people with special needs.
Before joining MassMutual, Lori held increasingly significant positions related to estate, business and financial planning for more than 20 years at MetLife. She was instrumental in attracting more advisors to the practice of Financial Planning, providing the critical training and support necessary for them to be more productive. Lori has a true passion for her work with the women’s market and small business owners market as well as the market for disabled people.
Prior to joining MetLife in 1993, Lori maintained a private law practice in Manhattan concentrating on estate and business planning, elder law and real estate. She 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, as well as the Association for Advanced Life Underwriting (AALU) Business Insurance and Estate Planning and Membership Committees.
Lori serves on the Board of Directors of the Women’s Venture Fund and in 2014, was a recipient of the Fund’s Highest Leaf Award which honors women whose business or professional contributions have significantly impacted their industry. 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.
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. She has been a featured speaker at numerous national events including the Women Business Enterprise National Council (WBENC), 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.