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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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