Community Education Series: Financial Strategies to Protect Loved Ones

Start Date: June 29, 2017 5:30pm
End Date: June 29, 2017 5:30pm
Location: 860 Hard Road, Webster, NY 14580.
Website: https://www.facebook.com/allentoffinstitute/

Community Education Series:

Financial Strategies to Protect Loved Ones

CDS Wolf Life Transitions Center

860 Hard Rd, Webster, NY 14580

Thursday, June 29th, 2017

Everyone has concerns when it comes to planning for the future care of a loved one with special needs or disabilities. Learn how creating a long-term financial strategy can help provide for your loved one’s needs along with helping meet the needs of your entire family.

An Overview of Future Care Planning Services

5:30 pm-6:30pm  

Featured speakers, Shan Donoghue and Jennifer Helmbold of Future Care Planning Services will highlight the 4-step planning process, the Letter of Intent, and the different types of planning options that are offered to families in an Individualized Plan, as well as what Future Care Planning Services offers. They will also discuss how they can assist with the legal process as many families choose a 17A Guardianship plan.

Financial Question and Answer Session

6:30pm-7:00pm

Featured speaker, Scott Nasca, is the founder and President of Generation Capital Management, an independent registered investment advisory firm in Rochester, NY. As a Certified Financial Analyst (CFA), he provides investment management and fiduciary consulting services to individuals, trusts and estates, guardianships and retirement plans. Scott will join Shan and Jennifer to answer additional questions in regards to financial planning.  

Please contact jeremy.cowie@cdslt.org or kathryn.schreiner@cdslt.org for additional information or to register for the event call 585-347-1912.