November Panel Discussion - Serving Clients with Incapacity

Date: Monday, November 10, 2025
Time: 11:45am - 1:15pm
Location: Vantage Point Brewing - Upstairs Event Space
Speaker: Kimmer Callahan, Tifffany Erbland and Aaron McMurray

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Join us for our Serving Clients with Incapacity Panel Discussoin. This event will feature insights from local professionals on strategies for effectively navigating difficult situations with clients, followed by time to connect over lunch and refreshments.

We’ll cover practical approaches to handling seniors and vulnerable adults, planning for them and giving you ideas for your own practice.  Our goal is to help inform you on how to plan ahead, involve family members where possible, and utilize trusted contacts to best steward your client's finances.

Agenda:

  • 11:45 AM – Arrival and lunch

  • 12:00 PM – Panel discussion

  • 1:00 PM – Networking and wrap-up

RSVP: Please register by Friday, November 7th.

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