Here at One with the Water, we are incredibly fortunate to have community partners that care about us and the people we serve. This year, Morgan Stanley is offering a sit-down opportunity with Financial Advisor Claire O’Nagy to discuss the unique needs that arise when planning finances for special needs individuals.
“When you have a child or other family member with special needs, you face unique wealth planning challenges that other families don’t. You’re concerned about the future security of your loved one and how to preserve government benefits to which he or she may be entitled. You may also have questions about how to balance the financial needs of your family member with special needs with those of other family members.
Our informative seminar will guide you through the critical steps needed to navigate the services your loved one may qualify for, and help financially protect them—and the rest of your family—throughout their continued care.”
These seminars are conducted in an intimate setting over lunch (20 attendees or less), so people have an opportunity for questions and discussion. The first lunch is coming up soon on Wednesday, January 16th, at the Daily Grill (in Santa Monica) from 12:30-2:30.
See the attached flyer for more information. Don’t miss this exclusive opportunity to learn how best to care for your family’s financial needs. Please RSVP to: Sherry Godfrey, ph: 310-443-0515, email@example.com OR Claire O. Nagy, firstname.lastname@example.org.