Special Needs Financial Planning Seminar

"Financial Planning for Special NeedsIntegrating Your Plan with Wills, Trusts & Estate Planning"

Financial and Future Planning Seminar for your child with special needs

Special Needs Trusts, ABLE Accounts, Guardianship/Power of Attorney and more

 

Presenters:

David Woody, CLU, ChFC®

Chartered Special Needs Consultant™; Financial Advisor & Parent

Beth LaPierre

Financial Representative & Parent

Paul Yokabitus

Special Needs Planning Attorney

 

SPACE IS LIMITED

Please RSVP jpfaltzgraff@arctriangle.org or 919-942-5119 x117

WHEN
November 07, 2019 at 6:30pm - 8:30pm
WHERE
The Arc of the Triangle - CHAPEL HILL
1709 Legion Rd
Suite 100
Chapel Hill, NC 27517
United States
Google map and directions