Special Needs Financial Planning Workshop
Date and Time
Wednesday Mar 29, 2023
7:00 PM - 9:00 PM EDT
Location
Potentia Academy
4784 Melaleuca Ln
Greenacres, FL 33463
Fees/Admission
Free
Website
https://aviancecapitalpartners.com/2023/02/special-needs-financial-planning-workshop-3-29-23/
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/events to register today!
Visit aviancecapitalpartners.com/events to register today!
Printed courtesy of www.palmbeaches.org/ – Contact the Chamber of Commerce of the Palm Beaches for more information.
401 North Flagler Drive, West Palm Beach, FL 33401 – (561) 833-3711 – Chamber@PalmBeaches.org