The Scoop on Special Needs Planning
Saturday, March 3, 2018
1 Wall Street
clifton Park, NY 12065
Free to attend | Seating in Limited
Concerned about a loved one’s future personal needs and financial security? We can help! Attorneys Lou Pierro and Nicole Hurley of Pierro, Connor & Associates, as well as financial advisor Lori Murphy from Albany Advisor Group, will lay out all of the basics of special needs planning, including:
·Newly-launched ABLE programs
·Updates on Special Needs Trusts
·Guardianship and alternative plans
·Planning techniques for different age groups
Bring Your Kids!
During the session, the YMCA gym will be available for supervised sports and fun.
Pizza and refreshments served