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Smart Money - Financial Strategies for the Special Needs Family

September 20, 2014

9:00 AM–11:00 AM

DSAGC NEW OFFICE
4623 WESLEY AVENUE, CINCINNATI, OH 45212

 Financial Strategist and Special Care Planner, Chris Collier, CLU, ChSNC will share his "Top 10 Planning Steps" including wills, trusts, special needs trusts, financial resources (government benefits, Medicaid waivers, etc) and letters of intent.  Chris will also be able to answer any questions you may have regarding financial planning for your loved one.