Luncheon: Five Chapters from the Book I Will Never Write sponsored by Fairport Wealth
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Please note this luncheon will take place on a Wednesday due to Veteran's Day.
Please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served around 11:45am with the meeting beginning at 12:15 pm.
About the Program: Five Chapters from the Book I Will Never Write: Stories about Families, Estates, Trusts, Wealth Planning Strategies, and Just Getting Things Done over 40 years on the Practice’s Frontlines
This program will provide an overview of a number of case studies (facts have been commingled and fictionalized and names have been omitted in order to protect the innocent and the guilty - including Larry!) drawing on 40 years of experience in the estate and trusts field. It is organized into five sections, each focusing on a different phase of Larry’s experience and problem solving throughout…
Chapter 1: Planning Mode covers foundational strategies for long-term wealth management within families.
Chapter 2: Administration Mode addresses the management and administration of trusts and estates, especially when dealing with complex assets.
Chapter 3: Execution Mode focuses on practical challenges encountered when executing trust and estate plans, particularly with inherited assets.
Chapter 4: Fix It Mode examines solutions for problematic estate plans and unforeseen circumstances.
Chapter 5: Good Luck Mode discusses unpredictable situations and financial contingencies that may affect trusts and estates.
About the Speaker
Lawrence Hatch is a Senior Relationship Strategist and Managing Director in Glenmede’s Ohio office based in Cleveland. There, he provides wealth advisory services for high-net-worth individuals and families. His responsibilities have encompassed numerous areas, including serving as Ohio Regional Director at Glenmede for over ten years, and, at his previous employer, oversight of trust company operations, client service administration, investments, and trust and tax accounting. He has also served as in-house legal counsel and, prior to his work in trust companies, he was an attorney where he specialized in sophisticated business, estate and tax planning for families and closely-held companies. He has considerable experience with trust planning and administration, and he also has a strong understanding of income tax and business succession issues. He is a trustee at Playhouse Square, the second largest performing arts center in the country, the incoming Chair of the Cleveland Zoological Association and a board member at The Lakeview Cemetery Association. He was also a trustee of Goodwill Industries of Greater Cleveland, where he was a previous Board President. He is affiliated with The Cleveland Bar Association, The Cleveland Estate Planning Institute and The Cleveland Estate Planning Council.
Frank F. Gagliardi, CFP® │ 2025-2026 Program Chair
Continuing Education – The following credits will be available for 1 hour of CE (as of 10/06/25):
CFP® – Pending approval from the CFP® Board
General – Available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy –
IN PERSON (ONLY OPTION): All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $40 for members when paid in advance before noon 11/10/25, $60 for members at the door, $60 for guests, and $240 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 11/07/25). If you reserve and are unable to attend, please call the office to cancel by noon 11/10/25 to avoid a no-show reservation billing.
To reserve, click "Register Now" below.
Thank you to our sponsor:
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