Lori Epstein, president of Lori Epstein Consulting Group, is a well-respected attorney and expert in sophisticated estate, business and retirement case design. Ms. Epstein has a very impressive resume, including her current position providing invaluable case design, training and marketing support to Fortis Lux Financial. Lori focuses much of her energy on planning for non-traditional couples, families with a child or dependent with special needs and planning for women and small businesses.
Before Lori’s most recent corporate position as Vice President of MassMutual’s Advanced Markets and Financial Planning organizations, she held 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.
Prior to joining MetLife, 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 and Women in the Law sections 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.
Ms. Epstein 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 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. Lori is a proud member of Toastmasters International, SEC Roughriders Club of NYC.