Carol Johnson will discuss why estate plans for seniors or those who are retiring (but still young at heart!) would differ substantially from estate plans done for those still working and earning. In this day and age, financial scams and "pig butchering" (yes, it's really a term) are on the rise targeting those of us who are most vulnerable and who don't have the resources to recover from such attacks. Knowledge is power! Knowing what to look for and how to avoid becoming a scam-victim is key to protecting your assets. David Chudyk will speak to what your investment advisor can do to help you be on the lookout for and avoid scams.

Carol Anne Johnson is an elder law and estate planning attorney with a major focus on special needs planning, Medicare/Medicaid and long-term care planning for the elderly and disabled. She practices in both South Carolina and Florida, and is a frequent lecturer, educating other attorneys about estate planning and special needs trusts on behalf of the South Carolina Bar Association. Since 2003, David Chudyk, Certified Financial Planner ™ has been helping clients make the right financial decisions for the reasons that are important to them. Chudyk believes that "how we handle our money should positively impact our lives and the lives of those around us."