Member Potpourri Meeting
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