14 Aug
Special Needs Financial Planning

Organizer

Luttner Financial Group

Description

Join us to learn about the top financial and estate planning strategies for assisting individuals and families of individuals with a disability obtain the most advantages in life. Get a brief overview of special education services and student educational rights.

Attendees are welcome to bring their child's most recent IEP/relevant paperwork and estate planning documents for a brief review by an attorney from McAndrews Law Offices and a financial planning consultation.

 

About the Speakers

Ronald Gestiehr | Director of Wealth Management

Luttner Financial Group

Mr. Gestiehr has more than 15 years of experience helping families protect their income, savings and investment planning.

Jillian F. Zacks, Esq.

McAndrews Law Offices

Ms. Zacks concentrates her practice in the areas of estate planning, estate administration and Orphans’ Court matters with a focus on special needs planning.  Special needs planning may involve the preparation of a self-settled or third party funded special needs trust, powers of attorney or becoming the guardian of an adult with a disability.

Nancy E. Potter, Esq.

McAndrews Law Offices

Ms. Potter’s practice includes cases in all major areas of education advocacy, with a focus on special education and enforcing the education rights of the most vulnerable students. Ms. Potter provides legal representation to students and families from early intervention through post-secondary education in the areas of special education, education civil rights, student discipline, and enrollment of special populations.

Ronald Gestiehr is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ronald Gestiehr is a Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Lifetime Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-82608 EXP. 08/15/2019

Date and Time

Wed, Aug 14, 2019

6:00p - 8:30p EST

Location

Scoglio Green Tree

661 Andersen Drive Foster Plaza Bldg 7
Pittsburgh , PA 15220
View on Map
PT2H30M

Event Registration