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Miss our September 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.