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Please join Financial Advisor Gabe Lajeunesse and Claudia I. Pringles, Esq. for dinner at the Capital Plaza at 6 p.m. on October 3rd, for a lively discussion of sensible Financial Planning and Estate Planning.
Our conversation will include how to ensure the Special Needs Trust you’ve developed for your loved will be properly funded.
Did you know, for example, that Life Insurance can be used to fund a Special Needs Trust? This familiar, uncomplicated, tax-friendly, reliable, and relatively inexpensive financial tool may make funding your trust simple and sure. We’ll be talking about this, too.
Please contact Claudia Fitch at 802-223-3425 or firstname.lastname@example.org to RSVP.