The Good, The Bad, and The Ugly of Estate Planning and Trusts
November 8, 2022
11:30 a.m. to 1:00 p.m.
This is a virtual meeting. Log-in information will be sent to your e-mail address.
About the Speakers:
Both of our speakers come to us from MassMutual Trust Company, FSB.
D. Michael O'Connor, President
Mike is president of the MassMutual Trust Company, a wholly-owned subsidiary of the Massachusetts Mutual Life Insurance Company. MassMutual Trust is a private client service unit that provides investment management, personalized family services, and fiduciary oversight to affluent and high net-worth clients. The organization distributes its products and services nationally through MassMutual’s Financial Advisor Network.
Mike has been in the investment and financial services industry for over 30 years. He received his bachelor’s degree from Bates College and holds a master’s degree from Wesleyan University. He previously was registered with the National Association of Security Dealers (now FINRA), held Series 7, 63, and 26 licenses, and served as a gubernatorial appointment to the State of Connecticut Judicial Review Council.
Jennifer Maynard, JD, Fiduciary Officer
Jenn joined MassMutual Trust in early 2015 as a Trust Officer and brings with her 20 years of financial and customer service experience. Prior to joining the team, she held various roles throughout MassMutual, including New Business and Field Training & Development. She is currently a Fiduciary Officer and serves as Chairman of our Estate Settlement Subcommittee and a member of our Trust Administration Committee.
Jenn holds a Bachelor of Arts degree in Business Administration with a concentration in Business Management from Western New England University, and a Juris Doctor degree from Western New England University School of Law. She is also a member of the Estate Planning Council of Hampden County.
Cost for this Meeting: Free
Note: Virtual Meetings are Members Only Events.
Let us know if you are attending or not. If you can't make it, Click on Register and Unable to Attend. We need to be sure we have adequate connections.
Registration will be open until Tuesday, November 8, a.m., but your commitment should be received by Thursday, November 3 so we can send you the Zoom link in a timely manner.