Special Needs Trusts or Able Account?

Saint Catherine Center for Special Needs will host a financial planning workshop on Wednesday, November 8 at 7:00 pm for parents and guardians of children and young adults with special needs. Stephen Ehrens, CPA and Wealth Advisor from Northwestern Mutual will present estate planning considerations, information of special needs trusts, and wills as well as a primer on Social Security benefits and Medicaid. For more information or to reserve a seat, please call 203-540-5381 or email: hburland@diobpt.org.

Program Flyer: Financial workshop Nov 2017