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10-Minute Mondays: Year-End Planning
October 2, 2023 @ 2:00 pm - 2:15 pm
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Speaker
Matthew Fitch, J.D.,* CLU
Director, Advanced Planning
Prudential Financial, Inc.
Matt is a Director in the Advanced Planning group of Prudential’s Individual Solutions Group. He has extensive experience in creative case design and concept illustration. Matt is highly proficient with wealth transfer and leveraged gifting strategies, along with a full range of financing arrangements.
Prior to joining Prudential, Matt spent several years on The Hartford’s Advanced Marketing team, consulting on high-end cases. He received his law degree from the UConn School of Law.
*Not in the practice of law for Prudential.
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