The Well-Prepared Woman

In a world of too much information, what is important for every woman to know about her family’s investments, estate plan and taxes? What happens when a spouse becomes incapacitate or passes? What does she need to know and organize today, so that she will be prepared.

Please join Anne and Alyssa for a discussion on every woman’s guide to planning. Your choices today can have great impact on you and your family’s future well-being.  We will provide practical, thoughtful advice and strategies from two experienced professionals.

About Anne B. Sternlicht, CFEd®

Anne B. Sternlicht is a Managing Director and Banker in the Palm Beach office of J.P. Morgan Private Bank. With over 35 years of experience in wealth management, Anne has the privilege of being a trusted advisor to families through multiple generations. Anne has spent her career advising on all matters related to wealth creation, preservation and legacy. Leading with advice, integrity and understanding, she has helped families with non-financial spouses and/or children prepare to steward the family’s wealth in times of transition.  Her hallmark is a “Well-Prepared Family” which integrates investment, banking, philanthropy and trust planning. She enjoys leading Women’s Investment Dinners, “Summer School” for a comprehensive, engaging financial education for individuals seeking to empower their investment knowledge.

About Alyssa Zebrowsky

Alyssa is a Managing Director rand Wealth Advisor at J.P. Morgan Private Bank in Palm Beach. Alyssa works with the Private Bank’s clients to identify estate and tax planning opportunities and implement comprehensive strategies to meet their personal, financial and charitable objectives.

Prior to joining J.P. Morgan in 2008, Alyssa was in private practice, most recently with Proskauer in Boca Raton, Florida. Her practice was dedicated exclusively to the area of trusts and estates, including estate planning and probate and trust administration. Alyssa has counseled a wide range of high to ultra-high net worth families on estate planning and other family wealth transfer issues, creating suitable plans and techniques to enhance and protect the transfer of wealth to each subsequent generation. Alyssa earned her J.D. degree from the Shepard Broad Law Center at Nova Southeastern University and her L.L.M. degree in Taxation from Georgetown University Law Center.

Alyssa is an active member of the Trust Law Committee and Estate and Trust Tax Planning Committee of the Real Property, Probate and Trust Law Section of the Florida Bar. Alyssa resides in Delray Beach, Florida with her husband and two daughters.

IMPORTANT EVENT INFORMATION:

Two Course Luncheon:

Warm Luncheon Rolls and Crisps with Butter

Salad Entrée with Grilled Chicken

Plates of Assorted Petite Desserts and Cookies

Complimentary drinks include iced water, iced tea, lemonade, assorted soft drinks, coffee and tea.

Parking: Complimentary valet parking

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.