Free Teleconference Tomorrow: Financial planning for Ds

When:
September 27, 2018 @ 2:00 pm – 3:00 pm
2018-09-27T14:00:00-04:00
2018-09-27T15:00:00-04:00
Cost:
Free
Contact:
Jill Reslock
5086302177

A lifetime of support:Planning for a
family member who has special needs

Thursday, September 27

2 p.m. EDT

Dial-in info:

Toll free: 1-866-747-5167

Direct: 1-704-665-0860

Passcode: 76495486#

Long-time LuMind RDS friend and supporter, Elizabeth McKenna, CFP, ChSNC, is hosting a complimentary webinar/teleconference along with Shirley B. Whitenack, Esq., to discuss financial planning for a family member who has special needs. McKenna, a Wealth Management Advisor at Merrill Lynch, and Whitenack, Co-Chair Elder & Special Needs Practice at Schenck Price Smith & King, LLP, will discuss some of the potential financial, social and legal issues facing parents who have a family member with a disability.

 

They’ll also talk about strategies for:

  • Putting in place the things you want to happen now and after you’re gone
  • Helping ensure your loved one’s current quality of life through supplemental income while maintaining government benefits
  • Preserving your estate for your family or charitable organizations

• Balancing your financial goals for the benefit of your loved one with a disability and your entire household

For further information call Michelle MacDonald at 973-301-7645 or email michellyne.macdonald@ml.com