Broker Check
08 Feb
The Special Needs Financial Planning VIRTUAL Presentation 02/08/2021 @ 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, Feb 08, 2021

7:30p - 9:00p EST




Please see Newtown Parks and Rec Signup!


Event Registration

Thank you!

Error processing your request. Please try again at a later time.