September 2022
Special Needs Financial Planning Workshops

Hosted by

Aviance Capital Partners

UPCOMING DATES

Aviance Capital Partners will be hosting  Special Needs Financial Planning Workshops throughout September.

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.

If you are interested in attending in person or cannot attend but would like to receive the event’s presentation materials, please let us know using this form.

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September Special Needs Financial Planning Workshops

HOSTED BY
Aviance Capital Partners
RSVP TODAY!