Outdated or Not:  Are Our Estate and Financial Planning Documents Still Relevant or Do We Need to Revise?

Speaker: 

• Kevin O’Sullivan, Cohen Pollock Merlin Turner P.C., fiduciary litigation attorney, Moderator
• Richard Morgan, Morgan and DiSalvo, P.C., estate and tax planning attorney
• Brian Deutsch, McCurdy & Candler, LLC, trust and fiduciary litigation attorney
• Amy Merrill, TrueWealth, LLC, wealth advisor and certified financial planner
• Patricia Ammari, The Ammari Firm, LLC, elder law attorney

Event Schedule:

4:00-4:30 Sign-in, registration/beverages

4:30-5:30 Program

5:30-5:45 Break

5:45-6:45 Program

6:45-7:30 Reception (appetizers, wine/beer/soft drinks)

Cost:
$35 per person, including 2 CLE hours (attorneys) and 2 CE hours applied for (financial planners)
FPA Members and Non-members must register via registration form 

Parking validation included

 

Non-Members Must Register Via the Registration Form

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