Nicholas S. Carlin, CFP®, CRPC®, APMA® is the father of a 6 year old boy with Down Syndrome, a local Certified Financial Planner and Chartered Special Needs Consultant. He developed a Special Needs Financial Planning Presentation and will be presenting in a seminar Tuesday, February 3rd 6:30pm at Truluck’s in the Arboretum. He will discuss the basics of financial planning, government benefits and qualification for them, as well as considerations and strategies for estate planning.
This presentation will be free and open to the public and have time available for questions. Hors d’oeuvres and beverages will be provided.