Large Firm Service. Small Firm Attention.

Posted November 18, 2024

Partner Amy C. O’Hara, CELA®, was invited to present at ParkBridge Wealth Management’s Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility Seminar on November 14th. She detailed the rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit. ParkBridge Wealth Management (PWM) is an independent financial advisory and money management firm that provides comprehensive and personalized financial planning, investment management, and retirement planning solutions to their clients. The full presentation can be viewed at the link below.