Large Firm Service. Small Firm Attention.
Date(s) - October 4, 2017
6:00 pm - 7:45 pm
Agents of New York Life and the law firm of Littman Krooks LLP are jointly sponsoring a Special Needs Planning seminar on October 4. Amy C. O’Hara, Esq., a Partner of Littman Krooks, will discuss the creation and benefits of Special Needs Trusts and ABLE Accounts. Deborah Becker and Shelley Walker, licensed agents and financial professionals, will discuss approaches for using life insurance products to meet the needs of families of individuals with special needs.
An invitation with details about the seminar is attached. You may feel free to forward this email to families of individuals with special needs who might benefit from attending the seminar.
Please register now to ensure your attendance at this valuable workshop. Seating is limited. To register, email firstname.lastname@example.org or email@example.com. Refreshments will be served.
Check-in begins at 6 pm with light refreshments. The presentations begin at 6:30 pm and should go for about an hour.
Joint sponsorship of this seminar is not an endorsement by one presenter of the other presenter or its viewpoints. New York Life Insurance Company and its agents may not give legal, tax or accounting advice, and you should consult your own advisors for such advice.