Special Needs Roundtable

We are pleased to announce that the Elder Law Practice of David L. McGuffey will host a Special Needs Roundtable in Dalton, Georgia on July 29, 2016. Confirmed speakers and panelists include Key Note Speaker Hal Wright (Certified Financial Planner and Author of “The Complete Guide to Creating a Special Needs Life Plan,” available on Amazon.com), Howie Krooks (former President of the National Academy of Elder Law Attorneys, Certified Elder Law Attorney, and member of NAELA’s Council of Advanced Practitioners), Patricia E. Kefalas Dudek (member of NAELA’s Council of Advanced Practitioners), David L. McGuffey (Certified Elder Law Attorney, and member of NAELA’s Council of Advanced Practitioners), William H. Overman (HMS, Director of Trust Services, and member of NAELA’s Council of Advanced Practitioners), Fred Phillips, CPA (HMS Trust Services), and Bill Frazier (Senior Vice President, SunTrust Private Wealth Management). Additional panel members are expected. This Roundtable will be held at Stage 123 in Dalton, Georgia. The subject of the roundtable focuses on the question “I’ve funded my special needs trust, now what?” This will not be your typical “talking heads” program. Instead, it will be a roll up your sleeves and dig in program with audience participation.

Those who should attend are attorneys, accountants, bankers, insurance agents, financial planners and other professionals who work with the special needs community. Registration will open soon and seating is limited. The registration fee is expected to be $200, which will cover 6 hours of programing. If you require continuing education credit, a certificate of attendance will be provided, but you are responsible for submitting your own continuing education request and paying any associated fees. Inquiries may be sent to info@mcguffey.net.



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Preferred Initial Meeting