Workshop “10 Basic Financial Steps
for Special Needs Caregivers”
Thursday, March 14th, 2019  6PM – 7:30 PM


@ Blue Ocean Wealth Solution
200 NORTHERN BLVD, SUITE 200, EAST HILLS, NY 11548

You’re Invited to Attend a Workshop on Special Needs Planning @ Blue Ocean Wealth Solutions, a MassMutual Firm.

What will happen to my dependent after I’m gone? 

Presented by Paul S. Feigenbaum, Ph.D., CLTC, LUTCF Special Needs Planner Investment Advisor Representative & Joseph Providenti, LUTCF Life Insurance Professional Investment Advisor Representative. Henry E. Klosowski, Esq.  Partner, Chair of Trusts and Estates Practice Group - Moritt, Hock & Hamroff, LLP & Nancy A. Hampton, Esq., Council  Special Education, Guardianship & Not-For-Profit Organizations for Individuals w/Special Needs - Moritt, Hock & Hamroff, LLP.  this workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trusts, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help insure the type of care and quality of life for a loved one’s well-being today and tomorrow. The presentation will run approximately 45 minutes, with plenty of time afterwards to answer your questions.

Space is limited. Reserve your seat. Please email PFEIGENBAUM@FINANCIALGUIDE.COM or call (516) 686-7034 for RSVP/ more information!