Supporting beneficiaries who live with mental health disorders and addiction requires more than being financially savvy—it demands emotional intelligence, trauma awareness, and strategic relationship-building. This session explores the complexities fiduciaries face when managing relationships with beneficiaries impacted by conditions such as depression, anxiety, bipolar disorder, personality disorders, and addiction. Attendees will learn how to recognize signs of mental health challenges, build trust without enabling, set healthy boundaries, and align support structures that promote both financial stability and personal growth. Through real-world examples and actionable strategies, participants will leave better equipped to create collaborative, compassionate, and effective relationships that balance legal obligations with human-centered care.
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Friday - August 22, 2025
9:00 a.m. - 10:00 a.m. - VIRTUAL
$50.00 - Non-Members
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Applied for CEU, CLE, and CTFA
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SPEAKER BIOS:
DR. AMY BOYERS, Ph.D. - Dr. Amy Boyers is the founder and president of Galen Hope, which provides mental health, eating disorder, and dual diagnosis treatment for adults and teens in Coral Gables, Florida. Galen Hope emphasizes community integration, support for families, and building a sense of connection and belonging as essential to healing.
Dr. Boyers has been in private practice in Miami since 2001, where she provides therapy to adolescents and adults, with a focus on women’s health, eating disorders, anxiety and mood disorders, and behavioral medicine.
After graduating with honors from the University of Pennsylvania, she was awarded a prestigious U.S. Department of Defense psychological research fellowship at the University of Miami, where she completed her masters and doctoral degrees. She completed her pre-doctoral internship at the University of Miami Counseling Center, and a post-doctoral residency at the Renfrew Center, where she was a primary therapist in their intensive outpatient program for eating disorders. During a second residency at University of Miami, she served as the primary therapist on an NCI-funded research project studying cognitive-behavioral stress management and relaxation training for breast cancer survivors.
Dr. Boyers is adjunct faculty at the University of Miami Counseling Center and has spoken locally and nationally on the topics of eating disorders, stress, trauma, and adolescent development. She has also co-authored several articles in professional journals. She was the founding president of the Miami Chapter of the International Association of Eating Disorders Professionals (IAEDP) and served on the national board.
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AMANDA KOPLIN, LPC - Amanda Koplin, LPC is a mental health counselor, 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 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.
