Special Care Planning Workshop for Families
Sponsored by Saratoga Bridges
If you care for a person with a disability or other special needs, it is important that you look beyond the daily care you provide. How you plan for their financial well-being as well as yours will make a tremendous difference in your present lifestyle and when you can no longer care for your loved one.
Tuesday, March 24, 2015
16 Saratoga Bridges Blvd. Ballston Spa
William Van Evera, CLU, ChFC
Ed Wilcenski, Attorney with The Law Offices of Wilcenski and Pleat PLLC
The Special Care Planning Process
Basic Estate Planning Tools
Special Needs Trusts – their creation and funding
Letters of Intent
Please attend this important seminar, and come with questions!
Please disseminate this FLYER to families who may be interested.
RSVP to Patty Paduano at 587-0723 ext. 1254 or firstname.lastname@example.org