june 2020

08jun4:00 pm5:30 pmSpecial Needs Planning: How to Make Sure You Have a Comprehensive Plan That WorksVirtual Joshua's Path Seminar4:00 pm - 5:30 pm

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Event Details

Monday, June 8 – 4pm-5:30pm

This workshop will cover an overview of the important components of special needs planning and financial management. We will discuss vital factors such as government benefits, trust planning, guardianship, ABLE accounts and how to make sure you retire while leaving a complete plan to take care of your loved one.

Educator: Craig Eppy, Financial Advisor

In collaboration with: The Eppy Group, Broward Gold Coast Down Syndrome Organization and David Posnack JCC Giborim U.

Time

(Monday) 4:00 pm - 5:30 pm

Organizer

Samantha Sehter

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