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Brian Cotroneo

Special Needs Financial Planning Round-Table | 2.8.23

Hosted by Aviance Capital Partners &Anchors Aweigh ABA February 8, 2023 | 7 PM Coastal Compass Executive Suites; 4210 Valley Ridge Blvd, Ponte Vedra, FL 32081 Aviance Capital Partners & Anchors Aweigh ABA are co-hosting a Special Needs Financial Planning Roundtable event at Coastal Compass Executive Suites; 4210 Valley Ridge Blvd, Ponte Vedra, FL 32081 on February 8, 2023. Brian Cotroneo, ChSNC, will present on 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.  If you are interested in attending in person

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The blog content herein is provided for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained on this blog are not a substitute for investment advice from a professional adviser. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

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