Financial and legal planning for individuals with a disability or serious illness

Event Details

Date(s) & Time(s)::

September 18, 2013 at 6:00 PM until 7:30 PM

Location: Levene, Gouldin and Thompson, 450 Plaza Drive,Vestal, N.Y. Please park in the back lot.

Phone: 607-217-5091 ext 106

Email: mbowen@seedfinancialstrategies.com

Link: http://www.seedfinancialstrategies.com

Event Description

September 4, 2013 Updated Sep 4, 2013 at 4:26 PM EDT

Join us for a free educational workshop designed for families of individuals with disabilities or serious illness focusing on:
* protecting an individual's ability to receive public benefits
* protecting individual or family assets
* gifting to individuals with a disability or illness
* guardianship/ power of attorney
* special needs trusts

The workshop will be hosted by Kathleen Clark, Senior Planner and Wealth Manager of S.E.E.D. Financial Strategies with special guest Greg Catarella, attorney and partner with Levene, Gouldin, & Thomson.

Please RSVP to mbowen@seedfinancialstrategies.com or 607-217-5091 ext 106

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