January 31, 2018
Get Peace of Mind – Learn from the Experts
Special Needs Seminar
10 Basic Financial Steps for Special Needs Caregivers
The Montville Library
Pio Costa Auditorium
90 Horseneck Road
Montville, New Jersey 07045
Refreshments start at 7:00 pm, Program begins 7:10 – 8:45 pm
Seating is limited – Please call Sherry Zelichowski at (973) 263-1114 for more information on this event.
To register – Please call Pamela O’Gorman at (973) 402-0900 – ext. 222
Casha & Casha, LLC is hosting a Free Special Needs Seminar “10 Basic Financial Steps for Special Needs Caregivers” at the Montville Library. This workshop addresses such critical issues as the implications of receiving governmental benefits (Social Security and Medicaid), creating a Special Needs Trust and relevant tax laws, the importance of a Will and considering a Letter of Intent.
Debra Eckert-Casha, Esquire and Lawrence A. Casha, Esquire will be discussing Special Needs Trusts and Susan A. Smith, Medicaid Specialist Consultant will review the requirements and the latest Medicaid changes.
Robert De Scherer, Special Care Planner, Mass Mutual Financial Group will be outlining 10 basic financial steps and the importance of planning for long-term financial security of a loved one with special needs.