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Building Strength, Hope and Resiliency
Tuesday, January 21st, 2014
7pm – 9pm
Speaker: David Harmon CLU, ChFC, MBA
From AXA Advisors, LLC/Boston Branch
Please Join Us. Session is FREE and Everyone is welcome!
Wayside Youth & Family Support Network
88 Lincoln Street
Framingham, MA
(Across from Framingham Union Hospital)
Issues that will be discussed:
· Benefit Government Eligibility for Important Programs,
o such as SSI, SSDI, MassHealth, CommonHealth, and Medicare
· Recent Changes to MA Guardianship Procedures
· Considerations when selecting a guardian or trustee
· General Estate Planning Concepts and Special Needs Trusts
· Special Needs Trust Administration Issues
· How to properly fund a special needs trust to provide lifetime quality care
· Building a Planning Team and Maximizing Community Based Resources
· Providing Life Time Care and Quality of Life
For information and/or to RSVP contact:
Ann Killion, MS – Parent Support Coordinator
(508) 620-0010 ext. 194 or email [email protected]