A panel discussion of how valuable it can be to add a care manager to your team when dealing with unique beneficiaries.  Panelists include Lyndy C. Jennings, Board Certified Elder Law Attorney, Daphni Tsongranis Certified ACP Facilitator and Anne E. Shaughnessy, Sr Trust Officer, CTFA.

Lyndy C. Jennings, Board Certified Elder Law Attorney

Lyndy C. Jennings devotes her practice to helping seniors and people with disabilities plan for their legal and health care needs.  She practices in the areas of elder law; estate planning, including Wills, Trusts, Powers of Attorney, Health Care Surrogates, and Living Wills; special needs planning; Medicaid and VA planning; and probate and trust administration. Lyndy has personal experience in elder law because she helped her own family members who struggled with dementia.  She has been on your side of the table, so she knows the challenges people face.  Her goal is to provide peace of mind and quality legal services so her clients can care for their loved ones.

Lyndy's education and experience help her deal with not only the legal aspects of elder law, but the social and family dynamics as well. Lyndy obtained a B.A. and M.S. in psychology.  Throughout her undergraduate and graduate studies, she worked as a suicide and crisis counselor.  She also worked on the forensic unit of a large mental health institute with patients diagnosed with severe mental illnesses.  Lyndy graduated with honors from Stetson University College of Law.  While in law school, she interned with the Federal Bureau of Investigation and the United States Attorney's Office for the Middle District of Florida.  

Daphni Tsongranis, LPN, Certified ACP Facilitator

Daphni is a native of Pinellas County with over 40 years of nursing experience in the areas of gerontology, dementia, oncology and hospice care. As the former Veteran Relations Liaison for a local hospice, she educated the healthcare community both locally and nationally about the unique needs of Veterans at end-of-life. She is core trained as an assisted living administrator and certified as an end-of-life doula. Whether helping clients navigate through our complicated healthcare system, educating about treatment options or assisting with coordinating care that aligns with individualized goals, Daphni has always advocated for those she served. As a Care Manager Associate with Barlowe and Associates, her focus is to ensure our clients have intentionally arranged for their futures through in-depth Advanced Care Planning.

Daphni served on the Board of Directors for Honor Flight of West for five years. She is an active member of Better Living for Seniors of Pinellas County, and an honorary member of the Military Officers Association of America (Clearwater Chapter). She has volunteered with the American Heart Association, American Cancer Society, Habitat for Humanity, Suncoast Hospice, Honor Flight of West Central Florida and the Alzheimer’s Association.

Anne E. Shaughnessy, CTFA, VP, Senior Trust Officer

Anne offers more than 25 years of experience in the banking and financial services industry.

Education

Lake Forest College, B.A. in German

• Bowling Green State University/University of Salzburg, M.A. in German
• Certified Trust and Financial Advisor (CTFA)

Involvement

Suncoast Estate Planning Council, Member and Past President

Getting To Know Anne

Anne loves to travel the world with her most trusted travel companion—her daughter! They’ve traveled all over the world, but the most exotic place they traveled to together is Kazakhstan.

Thank you to our Sponsor!

The BREAKFAST meeting will be held at the St. Petersburg Yacht Club located at 11 Central Avenue, St. Petersburg FL 33701.

The meeting will begin promptly at 8:00 a.m. with BREAKFAST and the opportunity to network at 7:30 a.m

Advance reservations are required. Free for current members. $35.00 for non-members.