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Special Needs Financial Planning Workshop
Date and Time
Monday Jan 23, 2023
7:00 PM - 9:00 PM EST
Location
We Rock the Spectrum - Boca Raton
9060 Kimberly Blvd
Boca Raton, FL 33434
Fees/Admission
Free
Contact Information
Samantha Beauvais
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Description
Special needs families routinely get specialized support from doctors, teachers, coaches, and more. But, what about specialized financial advice? The truth is, families raising children with special needs often have special financial planning considerations, too. At Aviance Capital Partners, we are dedicated to helping these families by providing comprehensive financial planning focused on their unique circumstances.
Financial Planners, Samantha Beauvais and Brian Cotroneo, ChSNC, will discuss important topics, including:
Financial Planners, Samantha Beauvais and Brian Cotroneo, ChSNC, will discuss important topics, including:
- Special Needs Trusts
- 529 ABLE Accounts
- Social Security & Medicaid financial eligibility
- Government grants & scholarships
- Estate planning for children with special needs
- Long-term cost of care analysis
- Building a comprehensive life plan
Every family is unique. So are the planning solutions.
Visit aviancecapitalpartners.com to register today!
Visit aviancecapitalpartners.com to register today!
