Special Needs Financial Planning Workshops
Aviance Capital Partners
Aviance Capital Partners will be hosting Special Needs Financial Planning Workshops on January 23, 2023 at We Rock The Spectrum- Boca Raton.
Financial Planners, Samantha Beauvais and 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.