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Special Needs Financial Planning Round-Table

February 8, 2023

7pm
FREE

Event Information

Aviance Capital Partners & Anchors Aweigh ABA are co-hosting a Special Needs Financial Planning Roundtable event at Coastal Compass Executive Suites; 4210 Valley Ridge Blvd, Ponte Vedra, FL 32081 on February 8, 2023.

Brian Cotroneo, ChSNC, will present on and discuss the details around issues such as Special Needs Trusts, 529 ABLE accounts, Social Security & Medicaid financial eligibility, Estate Planning for special needs, and more. 

If you are interested in attending in person or cannot attend but would like to receive the event’s presentation materials, please let us know using this form.

Contact Information

Aviance Capital Partners &
Anchors Aweigh ABA

904-549-9901

Location

4210 Valley Ridge Blvd, Ponte Vedra Beach, FL 32081

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