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21 Sept
The Special Needs Financial Planning Live Presentation 09/21/2020 @ 7:30PM

Description



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

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, Sep 21, 2020

7:30p - 9:00p EST

Location

Newtown Township Administration Building

100 Municipal Drive
Newtown, PA 18940
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