Member Potpourri Meeting

Date: Tuesday, September 24, 2024
Time: 5:00pm - 7:00pm
Location: Spoleto Restaurant, One Bridge Street, Northampton, MA
Speaker: Members Potpourri

Add to My Outlook Calendar

Add to My Google Calendar

This meeting will be a member potpourri event.

  • Caitlin Thomas
    • Topic:  The importance of age 22 and disability claims. ABLE accounts pros & cons and creative ways to use them. When to use ABLE accounts instead of a Special Needs Trust.
  • Mike Hooker & Jake Hooker
    • Topic: Medicaid/MassHealth and asset protection
  • Kylie Johnson
    • Topic: A Donor’s Perspective on Making a Gift
  • Joanna Ballentine & Nigel Greaves
    • Topic: Picture Your Legacy
  • Kevin Quinn 
    • Topic: The Future of Estate Planning

Location: Spoleto Restaurant, One Bridge Street, Northampton, MA

Buffet-style dinner will be served.

Social hour, with cash bar, begins at 5:00 pm

Event cost is $40.00 for members and non-members. Pay online at Pay via PayPal  or check accepted at the door.

PVEPC September 2024 Meeting

RSVP Now for this Event
Date: Tuesday, September 24th 

Time: 5:00 pm - 7:00 pm
Location: Spoleto Restaurant, One Bridge Street, Northampton, MA

RSVP Now for this Event


 

See Upcoming Event Calendar