Special Needs Financial Planning Workshop | 3.29.23

Hosted by

Aviance Capital Partners

Aviance Capital Partners will co-host a Special Needs Financial Planning Roundtable event with Potentia Academy on March 29th, 2023.

Financial Planner, Brian Cotroneo, ChSNC, will present and discuss the details around issues such as Special Needs Trusts, 529 ABLE accounts, Social Security & Medicaid financial eligibility, Estate Planning for special needs, and more. 

Please feel free to reach out to Brian, bcotroneo@aviancepartners.com, with any questions or concerns. 

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Special Needs Financial
Planning Workshops

Aviance Capital Partners