Marathon Advisors

2021 Annual Member Meeting and Program:When Planning meets Addiction

Date: Friday, May 14, 2021
Time: 11:45am - 2:00pm
Location: Zoom
Speaker: EPC of CNY Board and Amanda Koplin and Emily Bouchard

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Annual Member Meeting: 12-12:30 pm

Annual Meeting will include

  • Vote on Proposed Slate of Officers/Directors (to be emailed to Members April 30th)
  • Presentation to outgoing President Jennifer Alfieri;
  • Fond Farewell to our Executive Director Charlotte Crandall;
  • Lunch-Gift Card of choice to be sent to respondees.

Program: When Planning meets Addiction 12:30-2 pm

Amanda Koplin and Emily Bouchard will be speaking about the intersection of estate planning, addiction, and mental health concerns. We will provide background information on these issues, barriers to help, and ways estate planners can better identify these issues, connect clients with resources, and improve their processes to better protect people, assets, and legacies across generations. There will be time for questions and answers taken directly from the audience because whether we know it or not, this is a topic which impacts us all.  

Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic and sold it in 2016 to create Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into life.

She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept as involving trusted advisors and family members inorder to create the greatest impact.

Amanda attended the University of Oregon for undergrad where she received two bachelor’s degrees: one in psychology and one in women and gender studies, and a certificate in the substance abuse prevention program. She attended Yeshiva University’s Albert Einstein’s College of Medicine where she received her Master’s in Mental Health Counseling. Following graduate school, she did in-home counseling for kids in family court and kids charged with felonies in Supreme Court in New York City. This is where she learned the impact of working with people in real life and the impact of working with all of the systems involved with the person of concern. This job not only influenced Amanda’s philosophy regarding mental health treatment, it inspired her to develop her own practical, real life solution in the form of Koplin Consulting. Her mission is to help others recover their quality of life.    https://koplinconsulting.com/

 

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