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

April 23, 2020
11:30 AM - 1:00 PM
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Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
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Zoom Meeting
Navigating Special Circumstances: When Impaired Judgement, Anxious Children, & Aggressive Asset Protection Collide
Presented by: Lynn Campisi, J.D., LLM
Sponsored by PIMCO

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.

The meeting will be held at the Federal Reserve building in Liberty Park. Lunch starts at 11:30, and we will move to our meeting room at 12:00 for the presentation and announcements. We hope you can attend and look forward to seeing you at this month’s chapter meeting! 

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.

1 hour of CFP® credit in application

Thursday, April 23rd                             11:30-1:00PM                       

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Unless otherwise specified, all meetings are on the 3rd Thursday

Time: 11:30 AM – 1:00 PM

FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.

Tickets

$15.00 Monthly Chapter Meeting Member Ticket

$0.00 Monthly Chapter Meeting First-Time Guest Ticket

$50.00 Monthly Chapter Meeting Returning Guest Ticket