Helping Hands on Horseback
Helping Hands on Horseback

POSTPONED: Special Needs Financial Planning

March 8, 2018


Special Needs Financial Planning and the New Tax Laws

Presented by:
Bob Bouza and Dan Masiello
Ameriprise Financial Services, Inc.

Thursday, March 8 @ 6pm
Community Room
Michele Arnhold Education Center

Pegasus Farm
310 Peach Lake Road
Brewster, NY 10509

On behalf of Masiello, Nicolosi & Associates, a private wealth advisory practice of Ameriprise Financial, Bob and Dan will speak about how the new tax laws impact key areas of financial planning that special needs families face: types of trusts, government aid and the use of life insurance, advance directives, guardianship and the ABLE Act.

Parents and guardians who have attended Ameriprise workshops at Pegasus in the past have found the presentations very helpful and informative. We are happy to have the opportunity to offer this important special needs financial planning update.

Pegasus is hosting this workshop in the community room of the Michele Arnhold Education Center at Pegasus Farm (address above). The event is free and open to the public. RSVP to Candice Sciarrillo at or (845) 669-8235 x100.

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It is essential to let us know right away if you will be late or absent from program. Please call 845-669-8102 and leave a voicemail that includes your full name and Pegasus chapter. 

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