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MEDIA

Financial Planning Association of New Jersey Dinner Meeting

December 4, 2018Attorney: Lori I. Wolf
Time:
Tuesday, December 4, 2018
4:00 PM - 7:30 PM

Location:

Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830-2709

Topic:
Financial and Legal Planning for Individuals with Special Needs

Presenters:
James J. Di Gesu, CPA, PFS, MBA - Senior Wealth Advisor at Wealth Health, L..L.C.
Lori Wolf, J.D., L.L.M. - A member of Cole Schotz's Tax, Trust and Estates Department

James DiGesu and guest speaker, attorney Lori Wolf will address the need to plan for individuals with special needs and the legal issues required for the current and future care of those individuals. Topics will include coordinating financial and legal planning to create a sound strategy, the need for early and comprehensive planning, differences between financial planning and special needs planning, and using financial planning tools for special needs planning.

For more information or to register please click here.



 

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