The statistics related to professional advisors struggling with mental health and addiction issues in the high-pressure environments of law, CPA, and wealth management firms are significant. However, the data presents an even worse and more worrisome picture on advisor mental health when more specific questions are asked. That data will be reviewed in this webinar, along with explanations of “red flags” that can be used to identify colleagues, family or even you as struggling. Action steps to get help and possible changes to the culture of law, accounting, and financial firms will be suggested. This will be a practical and actionable discussion that may in fact help you save a life!
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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, which is now 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 real 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 at involving trusted advisors and family members in order to create the greatest impact. Amanda received two bachelor’s degrees and a certificate in substance abuse prevention from the University of Oregon, and 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 children in family court and children charged with felonies in New York City., which is where she learned the impact of working with people in real life and 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.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
