Upcoming Webinars
THIS Thursday, May 28@4PM - Financial Planning with ABLE Accounts
This webinar will give an overview of ABLE accounts and their benefits in financial planning for individuals with disabilities.
To RSVP, click here.
To learn more about the ABLE account, click here.
Wednesday, June 3@4PM- Life Insurance: Basics & Big Changes
Tune in on Wednesday, June 3@ 4PM for our webinar, Life Insurance: Basics & Big Changes. This 30-minute webinar will include:
- Basics of life insurance, who needs it and how to get it.
- Trends in the Life Insurance industry.
- Planning strategies with life insurance.
We are pleased to welcome Joseph Sullivan, CFP®, CLU®, ChFC®, a Senior Advanced Insurance Consultant at LPL Financial, who will bring us up to date on underwriting changes that impact inforce as well as new policies and the substantial impact current ultra-low interest rates have had on premiums and pricing.
We will also share scenarios where life insurance may be used in planning for both individuals and special needs trusts.
Tuesday, June 16@4PM- Social Security Programs Relevant to Parents of Children with Special Needs
We are excited to present this webinar, given by subject matter expert and guest speaker Mark Bronstein, giving an overview of the programs offered by Social Security and where they might fit into a life plan at different stages of your child’s life.
Attorney Mark Bronstein has been representing individuals in disability benefit claims since 1980. He is a nationally recognized leader in his field and frequently writes and speaks on disability law-related topics for attorney and health professional groups, community organizations and chronic illness support groups.