Someone with Special Needs would be anyone who may not be able to provide for themselves or support themselves now or in the future.

We specialize in this area and understand the need to discuss the aspects of planning for a Special Needs Family.


Here are some of the topics we'll be discussing...

 * What is a Special Needs Trust?

*Overview of changes to Government Benefits

 *Roundtable Q&A 

*If this seminar does not meet your current financial needs, maybe you know someone who could benefit from meeting with a Special Needs Financial Professional?  Please feel free to pass this invitation along!  
We look forward to hearing from you!



*Dinner will be served  *FREE Seminar

Questions?
 Call Michele: 201-505-0500


Kindly RSVP by March 4, 2025.
When registering for event, please indicate how many in your party will be attending in the message section.  Thank you!