Working with Older Adult Clients: A Panel Discussion
Registered for this event? Login now to view additional event details.
The Estate Planning Council of Polk County invites its members and guests to the
Thursday, March 31, 2022 Dinner Meeting
Fresco's, located at 132 South Kentucky Avenue, Lakeland, FL 33801.
TOPIC:
Working with Older Adult Clients: A Panel Discussion
Senior citizens are currently the fastest growing demographic in Polk County and they hold 60% of the wealth. As those numbers continue to increase, so will the need for qualified services. Please join us as a panel of local experts and professionals provide updated information and discussion on this important topic for estate planners.
Facilitated by Natalie Wilson, Elder Law Attorney - GrayRobinson, P.A.
Panelists include:
Kevin Albaum, Board Certified Elder Law Attorney - Clark, Campbell, Lancaster, Wokrman & Airth, P.A.
Sara Fuentes, Registered Guardian - Integrity Guardianship and Senior Services
Liz Craven, Chairwoman - Age Friendly Lakeland
Tabitha Bradford, Community Liaison - Cornerstone Hospice
In addition, Cindy Sharp, Lakeland Police Department will provide information on elderly services provided by LPD.
There is no cost for members to attend, however RSVP Is required by Wednesday, March 30th.
Guests are welcomed - payment of $50 must be made online by Wednesday, March 30th.
Social Hour: 5:00 - 6:00 p.m.
Meeting starts at 6:00 p.m. Sharp
Thanks to our Sponsor:
.JPEG){kind=logo}
The Mission of the Estate Planning Council of Polk County is to promote the multi- disciplinary approach of estate planning by supporting its members, encourage cooperation among members to create a thorough and complete estate plan for clients, provide education and learning opportunities for members, and increase awareness of the importance of estate planning by a team of professional advisors.
Our Chapter welcomes professionals in the following disciplines that provide estate planning services:
Accountant / Attorney / Life Care Management / Financial Advisor / Financial Analyst / Financial Planner Fraud Examiner / Investment Advisor / Life Underwriter / Philanthropic Charitable Advisor / Trust Officer or Associate Member
