Financial Planning

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.

Presented by: Craig Eppy, Financial Advisor

Free and open to the Community | Presented via Zoom

 

Date

Dec 08 2020
Expired!

Time

10:30 am - 11:30 am
Joshua's Path

Organizer

Joshua's Path
Phone
954-270-0055
Email
JoshuasPath@jfsbroward.org