Let us show you how to meet the unique needs of your family while accumulating wealth. Government Resources such as SSI are often the primary source of income to pay for medical services and treatments for individuals with disabilities. Losing these resources can be devastating to individuals and families. With the proper use of Financial Planning tools and Special Needs Trusts you can protect the assets and income of your family and loved ones.
ABOUT THE PRESENTERS: Jacquelynn Farrell and Gail Frongillo are Financial Advisors at Morgan Stanley. Jacki is raising a son on the Autism spectrum. With understanding the unique challenges that brings, it has become her passion is to assist families with children that have special needs. Gail Frongillo has 20 years’ experience in capital markets and extensive knowledge on investment strategies. Together, they have decided to use their experience to help families navigate through the process of effective planning and understanding strategies to protect the financial well-being of their loved ones.
This session is appropriate for parent and caregivers of children and adults with disabilities.