For Certified Financial Planners
September 16, 2021 | 9 am – 4 pm
41 Marietta Street, Alpharetta, GA 30009
Topics:
Estate Planning | Special Needs Planning | Advance Directives | Wills & trusts | VA Aid and Attendance | Caregiver Support | Crisis Planning | Handling Estate Assets| Medicaid | And More!
CE Credit
6 Continuing Educations Credits | Accreditation approved by Certified Financial Planners Board
Agenda
Date: September 16, 2021
Time: 9 am – 4 pm
09:00 am – 10:00 am | Estate Planning Overview
10:00 am – 11:00 am | Legal Competence & Life Care Planning
11:00 am – 12:00 pm | Understanding Government Benefits
12:00 pm – 01:00 pm | Lunch (to be provided)
01:00 pm – 03:00 pm | Crisis Planning for Long Term Care Workshop
03:00 pm – 04:00 pm | Assets After Death
Meet the Presenters
Brian M. Douglas
GA | 227397
Brian attended Marquette University in Milwaukee, Wisconsin, where he studied mechanical engineering. He completed his degree in only four years, not the average 4.5-5 years it typically takes, all while working full time as a third-shift manufacturing supervisor for 110 employees in an international manufacturing company. After graduation, Brian moved to Atlanta and began attending John Marshall Law School. He graduated cum laude and was his class’s valedictorian.
Brian’s areas of expertise include estate planning, real estate, probate, Medicaid, business planning, and more. He has written an international best-selling book called, Plan Your Estate Before It’s Too Late. He also teaches real estate classes and does many speaking events in and around the Atlanta area.
Kimberly M. Partain
AL | 2701-E59B
Since earning her bachelor’s degree from the University of Georgia and her Juris Doctor degree from the University of Alabama School of Law, Kimberly M. Partain has gone on to assist clients with business formation, estate planning, long-term care planning and special needs planning for over 17 years. Kimberly has trained and educated attorneys across the nation in Elder Law, Medicaid Planning, Special Needs Planning, and Trust Law.
Kimberly was a 5-time champion and Ambassador for the National Alzheimer’s Association and is proud to have lobbied in Washington D.C. to have the Hope for Alzheimer’s Act unanimously voted into law. Kimberly is a member of the National Academy of Elder Law Attorneys and believes it is her mission in life “to help all people age with dignity”.
