The Estate Planning & Probate, Elder Law Section and FPA GA Joint CLE Program

February 26, 2019
4:30 PM - 7:00 PM
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The Buckhead Club
3344 Peachtree Road, N.E Suite 2600
Atlanta, GA 30326
 Directions

ESTATE PLANNING & PROBATE SECTION,

ELDER LAW SECTION, AND THE FINANCIAL PLANNING

ASSOCIATION GEORGIA

 

JOINT RECEPTION AND CLE PROGRAM

Outdated or Not:  Are Our Estate and Financial Planning Documents Still Relevant or Do We Need to Revise?

 

Speakers: 

  • 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  CFP CE hours applied for (financial planners)

Parking validation included

More Information is Available Here

 

FPA Members Must Use This Form To Register