Special Needs Financial Planning Workshop with Merrill Lynch (Free)
Chase Phillips, Senior Financial Advisor with Merrill Lynch will be holding a FREE Special Needs Financial Planning Workshop for our members.
Saturday, November 21st
11am - 1pm
Potomace Community Recreation Center
11315 Falls Road
Potomac, MD
http://www.montgomerycountymd.gov/rec/where/centers/potomac.html
This educational workshop will include important planning topics (special needs trusts, benefits, ABLE Act, etc.) and will help families get organized and prioritize different planning items.
Snacks and light refreshments will also be provided.
Please rsvp by Thurs Nov 19th if you would like to attend.
