Loading Events

« All Events

  • This event has passed.

Financial and Legal Parent Meeting- Southern

February 7, 2020 @ 6:30 pm - 8:30 pm

Join us from 6:30-8:30pm. Light dinner of pizza, fruit and veggies provided. Please RSVP accordingly. Childcare will not be offered but children welcomed.

Presenters:

Paul O’Brien, Esq. from Law Office of Kevin A. O’Brien

Sophie Schroyer, Financial Services Professional from Mass Mutual of Greater Philadelphia

Bruce Sham, CLF, Special Care Planner from Mass Mutual of Greater Philadelphia

Click names to see biographies.

They will discuss how to create a legal structure that will act as a circle of support around your family. The most efficient, effective tools to create this circle of support are revocable trusts. They will explore how revocable trusts help parents and their children of diverse needs, why trusts are better than many other tools available, how to pick trustees, and how best to fund trusts.

If you care for a person with a disability it is important that you look beyond their medical care and the help you provide on a day-to-day basis. How you prepare for their financial well being will make a tremendous difference in your lifestyle now and when you are no longer caring for your loved one.

RSVP HERE

Details

Date:
February 7, 2020
Time:
6:30 pm - 8:30 pm