POSTPONED: Special Needs Financial Planning March 8, 2018
* * * * * EVENT POSTPONED DUE TO WEATHER CHALLENGES * * * * *
Special Needs Financial Planning and the New Tax Laws
Bob Bouza and Dan Masiello
Ameriprise Financial Services, Inc.
Thursday, March 8 @ 6pm
Michele Arnhold Education Center
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 firstname.lastname@example.org or (845) 669-8235 x100.