Is There Someone in Your Family Who May Not Be Financially or Legally Independent Now or in the Future?
Join us for an important opportunity to learn about resources and tools to plan for your financial future and security for you and your loved ones.
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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