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10 May
Special Needs Financial Planning VIRTUAL Presentation 05/10/2021 @ 7:30 PM


Registration is REQUIRED! Please REGISTER by clicking on the Register icon on the right.

Miss our last Presentation? Good news, we have it again! Presented by our Chartered Special Needs Consultant® and CERTIFIED FINANCIAL PLANNER™ Alexander Petsis, we learn that planning for the personal needs and financial security of a loved one with a disability may seem overwhelming but it doesn't have to be that difficult.

This class will focus on the benefits of planning and include an overview of Public Benefits (SSI, SSDI & Medicaid), Special Needs Trusts, ABLE accounts, Guardianship and Tax Planning strategies. Learn how to create an effective plan for yourself or someone that you care for.

Date and Time

Mon, May 10, 2021

7:30p - 9:00p EST




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Event Registration