Planning Through the Decades of Life Joint CLE Program
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2/26/2019
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When:
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02/26/2019 4:00 - 7:30 pm
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Where:
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Map this event »
Buckhead Club 3344 Peachtree Road, N.E Suite 2600 Atlanta, Georgia 30326 United States
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Contact:
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(404) 521-0781
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« Go to Upcoming Event List
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Outdated or Not: Are Our Estate and Financial Planning Documents Still Relevant or Do We Need to Revise?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
STAY CONNECTED:
Follow the Section's activities on Facebook and Tweet live from the event! Use #atlbarestateplanning #atlbarelderlaw #atlbarcle
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