Is There Someone You Care For Who May Need Financial or Legal Support in the Future?
Join us to learn practical strategies, resources, and planning tools designed to support the long-term financial well-being of individuals with unique needs. This session is valuable for families as well as the professionals who serve and advise them.
This Special Needs Planning discussion is presented by Louis Pierro, Founding Partner and estate planning attorney, Pierro, Connor & Strauss, who will discuss how Medicaid and trust planning strategies work together to preserve essential government benefits while supporting long-term needs.
You’ll also hear from Bruce Maier, Financial Advisor, Managing Partner of Iron Birch Advisors and Chartered Special Needs Consultant®, who will who will navigate you through this process, answer questions and schedule one-on-one consultations.
Legal and financial planning can help ensure resources are structured to provide protection, flexibility, and lasting support, without jeopardizing critical benefits or future independence.
Free to attend.
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