Home » Parent Resource Night: Special Needs Trusts!

Parent Resource Night: Special Needs Trusts!

Event Date: 
Nov 30 2016 - 6:00pm

SAVE THE DATE!
Parent Resource Night at Play-Place

Wednesday, November 30 from 6:00-7:00 pm
SPECIAL NEEDS TRUST
Guest: Mr. David Ramirez CFP, CLU, ChFC

Agency Director of Advanced Planning, Mass Mutual

 

·Reasons to create a Special Needs Trust

·How a Special Needs Trust interacts and effects Government Benefits

·First party Special Needs Trust

·Third Party Special Needs Trust

·What should a Special Needs Trust do

·How does the Special Needs Trust pay money for beneficiaries' expenses

·Trustee Responsibilities

·Corporate Trustee

·Guardian

·Role of the Financial Professional

·Letter of Intent

·529(A) ABLE Savings Accounts


FREE for members
$5 for non-members
Light Snacks & Refreshments

 

Limited space - MUST RSVP - 586-254-6533

Please pay at the door.

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