Bravos Restaurant – 206 Bullitt Lane , Louisville , KY
Thursday, September 7 6:00PM – 8:00PM
“Planning For Your Dependent with Special Needs”
Come to learn how to plan for your child’s future. Speaker, Gordon Homes, CFP, will be discussing ABLE Act, Waiver Updates, Special Needs Trusts and Guardianship. Gordon is a Certified Financial Planner™ who focuses on Financial and Estate Planning for families who have children or dependents with Special Needs. He brings a unique perspective through his experience both as an advisor and parent. He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He serves on the MetLife Center for Special Needs Planning National Advisory Council and is active in numerous organizations that serve the Special Needs Community.
Dinner will be provided.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company [MassMutual] and its affiliated companies and sales representatives. Gordon F. Homes, Jr is a registered representative of and offers securities, investment advisory and financial planning services through MSI Financial Services, Inc. [also known as MetLife Securities, Inc. Member SIPC.
RSVP to Monica Cooper, FEAT Community Co-ordinator, by August 23 at [email protected].
Share this Post