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Topic
Planning a Life: Transition Considerations for Your Child's Future
Description
This workshop is presented by Leo Rotman, CFP of River Financial Group and Brendan King, Esq. of Estate Preservation Law Office. They will help you figure out a plan for your child's future that incorporates various government benefits, estate planning ideas and helps you to figure out how to make the most of your own financial resources.
Time
Feb 25, 2021 06:00 PM in
Eastern Time (US and Canada)
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host:
Leo Rotman
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Hi there, You are invited to a Zoom webinar. When: Feb 25, 2021 06:00 PM Eastern Time (US and Canada) Topic: Planning a Life: Transition Considerations for Your Child's Future Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_klDqve0WTda4o1l1auCfuw After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Leo Rotman, CFP (Financial Advisor @River Financial Group, LLC) Leo Rotman is the founder of River Financial Group, LLC. He has been practicing financial planning for almost 20 years and works almost exclusively with special needs families. Many of the families he works with appreciate not only appreciate his technical expertise in special needs planning but also the fact that he is a parent of a special needs child. Leo is very involved in his community and is on the Board of the Federation for Children with Special Needs, as well as; New England Yachad. Brendan J. King, Esq. (Attorney @Estate Preservation Law Offices) Brendan J. King is a founding partner at Estate Preservation Law Offices. Brendan has earned a reputation for his expertise integrating asset protection and wealth preservation with estate planning. He has extensive experience in the complexities of estate planning and probate matters, and in managing the administration of trusts and estates. Additionally, his Master of Laws in Taxation uniquely positions him to understand and respond to tax consequences fundamental to estate planning.Brendan’s industry knowledge is broad, encompassing estate planning, asset protection, tax planning, business and succession planning, trust and estate administration, elder and disability law and financial aid planning. Brendan is a presenter at numerous community and professional seminars on a variety of topics. Brendan is also the parent of 2 children with special needs and brings a unique perspective to planning.
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