speaker-meredith-taylor
Meredith Taylor, MFT, CLPF

Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her Bachelor of Arts degree in Psychology. She went on to pursue her Master of Arts degree in Counseling Psychology and became a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009, Meredith became a partner of IMT Associates and in 2018, became the sole owner.

In addition to her own caseload of clients, Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages new referrals for our services and provides client assessments and consultations. Through the years, Meredith has worked closely with a wide variety of clients, focusing on the elderly, mentally ill and developmentally and physically disabled who are suffering from dementia, depression, alcohol and drug dependence and other serious medical and psychiatric conditions.

Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0
Presented Date: November 2, 2022
Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake.
Member Price: $75
Non-Member Price: $100
CE Awarded:
1.5
Presented Date: May 3, 2019
Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don't know how to make this happen?
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0
Presented Date: December 10, 2021
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

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