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Special Needs Planning Information Session
6:00 pm - 7:00 pm
Do you have questions you need answers to but don’t know who to contact?
Do you think special needs planning is out of your reach?
Please join us for a free information session about special needs planning presented by professionals in the fields of Financial Management, Estate and Trust Law, and Insurance.
During this session, you will learn answers to the following questions, and have the time to ask some of your own:
¨ What are additional planning considerations for individuals with special needs?
¨ What is the importance of special needs trusts and the consequences of improper planning?
¨ What are protection strategies to ensure those with special needs will be taken care of should something happen to their current caregivers?
Registration is required. Please register below, email Deborah Moore at firstname.lastname@example.org or call (610) 828-0441 extension 107.
This event is for information purposes only; there will be no solicitation of services at this presentation.
Eric Dean, MBA, CFP®, CLTC
Eric is a Wealth Advisor with Risler Financial Management. Risler Financial Management is a personalized financial planning firm based in Plymouth Meeting, PA. Their mission is to competently and ethically guide their clients towards their financial goals, enabling them to focus on the more meaningful aspects of their lives. www.rislerfinancial.com
Michael S. Connor, Esq.
Mike has an established Lafayette Hill practice concentrating on elder law and estate planning issues as they relate to the concerns of older persons, individuals with disabilities and their families. In addition, Mike offers estate planning assistance to younger individuals making healthcare, asset protection, and testamentary decisions at a time when they can create a meaningful plan for protection and distribution of their assets to their children and other heirs. www.connorelderlaw.com
Steve is a Brokerage Director with Mass Mutual, working with independent advisors to help support their clients’ needs. Mass Mutual offers a comprehensive suite of insurance products, and their SpecialCare program provides additional education and support on the unique planning needs for families with special needs children.
Connecting Exceptional People Socials is a program series for adults ages 16+ who have special needs and abilities.