Navigating Special Circumstances: When Impaired Judgement, Anxious Children, & Aggressive Asset Protection Collide

April 23, 2020
12:00 PM - 1:00 PM
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VIRTUAL on ZOOM


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Zoom Meeting. Registration required to receive meeting code. No charge for this meeting.
Navigating Special Circumstances: When Impaired Judgement, Anxious Children, & Aggressive Asset Protection Collide
Presented by: Lynn Campisi, J.D., LLM

We are very pleased to announce that Lynn Campisi of Campisi Law will be the guest presenter at our next chapter meeting on April 23rd, 2020. Mrs. Campisi will explore special circumstances financial advisors are likely to face and need to consider when advising elder clients and their families. She will dive into real-life examples and present case studies to illustrate some of the red flags, family dynamics, and other estate planning areas advisors should be mindful of when engaging in a financial plan with certain elder clients.

A graduate of Loyola University, Lynn earned her law degree from Birmingham School of Law and her LL.M. from The University of Alabama School of Law. A Certified Elder Law Attorney through the National Elder Law Foundation, she is a career long member of the American Bar, Alabama State Board and the Birmingham Bar Association. She is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners, Estate Planning Council of Birmingham, and also serves as a member of the Board of Directors for the Alzheimer’s Association of Central Alabama, Alabama Coalition for Culture Change, Alabama Quality Assurance Foundation and Shades Valley Rotary. As past President of the Alabama Family Trust, she now serves as Vice President of its Board of Trustees.

This meeting will be held on the Zoom platform. Due to the recent security issues, all who attend must register. You will receive an email with the invitation and password. If you have any issues with the registration link, register at www.fpana.org and I will send you the Zoom registration link. Sorry for the inconvenience! We are making the best of this situation.

1 hour of CFP® credit in application

Thursday, April 23rd                             12:00-1:00PM                       

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Tickets

$0.00 Monthly Chapter Meeting First-Time Guest Ticket

$0.00 Monthly Chapter Meeting Returning Guest Ticket

$0.00 Monthly Chapter Meeting Member Ticket