If you care for a person with a disability or other special needs, it’s important that you look beyond their medical care attention and the help you provide on a day-to-day basis. How you prepare for their financial well being will make a tremendous difference in your lifestyle now and when you are no longer caring for your loved one.
Join us as we discuss some of the many options that may be available to you as you create your financial strategy. Light fare and beverages will be served.
Educational workshop presented and hosted by:
Bruce H. Sham, CLF | Special Care Planner - MassMutual Greater Philadelphia
David C. Peppard | Vice President & Portfolio Manager - Haverford Trust
Paul L. Feldman | Partner - Feldman & Feldman, LLC.
Bruce Sham is a Registered Principle of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza Suite 901, Bala Cynwyd, PA 19004. Tel: (610) 660-9922.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. CRN201908-217218