Special Needs Financial Planning
Leo Rotman (Financial Advisor, Eagle Strategies LLC), Don Cordell (Estate Planning Attorney, Partner at Bowditch & Dewey),and Caleb Harty (New York Life) will present an educational seminar for parents and advocates of special needs children. Topics will include government programs available, special needs trusts, common mistakes, gifting, and overall financial/estate strategies. Leo and Don have spoken at numerous locations across the Metro-Boston area. RSVP: 978-468-5577 or firstname.lastname@example.org.
Created by rshea
14 Union St.
Hamilton, MA 01984