Presentation

Doug Griswold will partner with other industry professionals to present at the International Institute for Business Information & Growth's (iiBIG) 13th Annual Investment and M&A Opportunities in Health Care Conference. Fellow panelists represent the University of Miami Health System and Continue Reading

Amy Boulware will join the Tennessee Bankers Association (TBA) for their 2021 Trust and Wealth Management Conference. In her presentation "When You Don’t Know What You Don’t Know — The Importance of Having a Plan," Amy will cover various estate planning techniques centered around dementia. She will Continue Reading

Amy Boulware will partner with Welcome Home of Chattanooga again for their eight-week online fall enrichment program, Demystifying Death and Dying. She will cover frequent estate planning mistakes in her virtual presentation, "Planning for End of Life" on September 16, 2021. To register for this Continue Reading

Amy Boulware will present at the Chattanooga Autism Center's 12th Annual Chattanooga Autism Conference. In her presentation "Planning a Road Trip in 2021? Special Needs Estate Planning and Decision Making," Amy will cover special needs planning tools, common legal concerns, and why the planning Continue Reading

Dana Perry will join the Atlanta Estate Planning Council (AEPC) for their May membership meeting. Dana will cover the importance of planning ahead, crisis situations seen over the years, and various care options for aging individuals in her virtual presentation, "Elder Planning ABCs for Higher Net Continue Reading