Special Needs Financial Planning Workshop

Aviance Capital Partners will be hosting a Special Needs Financial Planning Workshop at Redeemer Church in Ponte Vedra Beach on June 20, 2022.

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.