Special Needs Financial Planning Roundtable
Aviance Capital Partners
& Anchors Aweigh ABA
Aviance Capital Partners & Anchors Aweigh ABA will be hosting Special Needs Financial Planning Workshops 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 or cannot attend but would like to receive the event’s presentation materials, please let us know using this form.