Protect Your Loved Ones
Are you concerned about a loved one’s future personal needs and financial security?
We can help! Come join us at the Clifton Park YMCA on September 30, 2017 for an informational session where we will discuss new options for special needs. Attorneys Lou Pierro and Nicole Hurley of Pierro, Connor & Associates as well as Lori Murphy from Albany Advisor Group, will lay out all of the basics of special needs planning. In addition, we will go over newly launched ABLE programs, updates on 529s and cover planning for different age groups.