March Luncheon

March 27, 2018
11:30 AM - 1:00 PM
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The Chattanoogan Hotel
1201 South Broad Street
Chattanooga, TN 37402
Venue website

  • Speaker -             Dana B. Perry
  • Topic -                  Estate Planning
  • Field of Study -
  • CPE -                    


  • Menu:        Wine Country CHicken Brease - Herb Garlic Grilled Chicken                     w/ Chardonnay Wine Cream Sauce
  • Desert:       Banana Pudding

Please make sure to let us know if there are any dietary restrictions in the Special Reguests section of the Registration. Thank you.

monthly meeting speakers

Dana B. Perry
Shareholder / Certified Elder Law Attorney (CELA)

With more than 25 years of experience helping individuals and families secure their futures and protect their assets, Dana Perry approaches estate planning, elder law, and special needs cases with the expertise and compassion clients deserve.  Her hands-on approach ensures clients understand their options and know how to successfully navigate the complex landscape of multi-generational estate and tax planning, long-term care planning, Medicaid rules and regulations, supplemental needs trusts, and more. Through creative planning and full-scale needs analysis, Dana works with clients to craft a holistic plan that will best minimize future expenses and maximize their family’s protection. 


Registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to;
National Registry of CPE Sponsors
150 Fourth Avenue North, Suite 700
Nashville, TN  37219-2417


Deadline for Luncheon Registration is

Wednesday, March 22


$20.00 Member Luncheon

$25.00 Member Luncheon - w/ Valet Parking

$10.00 Luncheon - Associate Member

$15.00 Associate Member Luncheon - Associate Member - w/ Valet Parking

$30.00 Guest Luncheon

$35.00 Guest Luncheon -w/ Valet Parking

$20.00 First Time Guest