Schools
Planning for Your Special Needs Loved One
Three experts in special needs planning will discuss the financial, social and legal issues facing those who care for a loved one with a lifelong disability, including:
- Defining your intentions for your family member, now and in the future
- Using your assets efficiently to preserve your child's current quality of life
- Supplementing income while maintaining your child's government benefits
- Preserving your estate for family or charitable organizations
- Balancing your financial goals while providing for a loved one with special needs
Presented by:
- Daniel P. Kelly, CLU, ChFC, CSNA - Merrill Lynch Wealth Management
- James J. Ruggiero Jr., AEP® - Law Offices of James J. Ruggiero
- Ginny Koehler - PLAN of Pennsylvania
Kindly RSVP to Roe DeLuca by Friday, April 6 at 610-687-4036 or rdeluca@planofpa.org.
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