Planning for the Future: Special Needs Trusts Address Unique Needs
Sponsored by Genworth Financial
Workshop with Q&A
Wednesday, April 25, 2012
6:30 PM – 8:30 PM
Workshop Schedule:
Special Needs Trusts, Guardianships and Entitlements
Hinkle, Fingles & Prior, Attorneys at Law
Representing people with disabilities and their families
since 1974
Planning to Meet a Lifetime of Needs:
Funding Special Needs Trusts
David F. Light, CRPC®
Financial Advisor for families including members
with special needs
Long Term Care Considerations
Jonathan Schwartz, CLTC®
Regional Vice President, Genworth Financial
David F. Light, CRPC®
Munn & Associates
A private wealth advisory practice
of Ameriprise Financial Services, Inc.
The Atrium Suite 390
80 Route 4 East, Paramus, NJ 07652Click here to download directions to this event
This is an informational presentation. There is no cost or obligation for attending.
Brokerage,
investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
© 2012 Ameriprise Financial, Inc. All rights reserved.