Special Needs Financial Planning and the New Tax Laws
Presented by:
Bob Bouza and Dan Masiello of Ameriprise Financial Services, Inc.
Thursday, March 8 @ 6pm
Community Room
Michele Arnhold Education Center
Pegasus Farm
310 Peach Lake Road
Brewster, NY 10509
On behalf of Masiello, Nicolosi & Associates, a private wealth advisory practice of Ameriprise Financial, Bob and Dan will speak about how the new tax laws impact key areas of financial planning that special needs families face: types of trusts, government aid and the use of life insurance, advance directives, guardianship and the ABLE Act.
Parents and guardians who have attended Ameriprise workshops at Pegasus in the past have found the presentations very helpful and informative. We are happy to have the opportunity to offer this important special needs financial planning update.
The event is free and open to the public. RSVP to Candice Sciarrillo at events@pegasustr.org or (845) 669-8235 x100.
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