Upcoming Special Needs Financial Planning Workshops

Due to the success of our last event, Aviance Capital Partners will be hosting future Special Needs Financial Planning Workshops. Please use this form to let us know your scheduling preferences for these upcoming seminars.

Brian Cotroneo, Chartered Special Needs Consultant (ChSNC) and Financial Planner for Aviance, 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.

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