In collaboration with the Lollipop Kids Foundation, we are offering an opportunity for families in D.C. to learn how to establish the necessary foundation for their child's future financial success. Families will learn about:
- The four pillars of special needs planning
- Steps to start the planning process
- Ways to fund special needs trusts
- Information about ABLE accounts and more!
Chase Phillips, Merril Lynch Special Needs Financial Advisor
Mary Jo Broussard-Speier, Special Needs Attorney
Jon Laskin, State Farm Insurance Agent
Thursday, May 31st
Chevy Chase Community Center
5601 Connecticut Avenue, NW
Washington, D.C. 20015
RSVP: Email Cindy Vargas: firstname.lastname@example.org. Please sign up soon as space is limited!