Location:
25 E St. NW, 4th Fl Washington, DC 20001
Building:
Room:
Details:
Dear Community Member, Friends, Colleagues:
Advocates for Justice and Education Inc. (AJE) is hosting a Special Needs Financial Planning Workshop facilitated by Merrill Lynch on next Tuesday, March 10, 2015 from 5:30pm-7:30pm at our office. During this informative workshop parents will review the legal aspects of setting up a special needs trust, determine future financial needs and resources, and learn how to establish a roadmap for future medical, legal, and related services for family members with disabilities. This event is open to parents, professionals, and community members. Please feel free to share this information with your networks.
Panel:
- Matthew T. Famiglietti, Esq., Certified Special Needs Advisor
- Mr. h. Mark Friese, Senir Vice-President of Wealth Management
- Mr. Chase Alston Phillips, Financial Advisor at Merrill Lynch
Thank you and have a great day!
Cost:
Free
Contact:
Jazmone Taylor
Email: [email protected]
Phone:
202-678-8060