US, Schenectady, 433 State Street, 12305
Find out how special needs trusts established by non-profit organizations, family members, caregivers, or friends may protect and ensure a sound financial future.
12:15pm: Lunch will be served (provided)
12:30pm: Presentation begins
Speaker: Gina Sinon is a Vice President and Special Needs Trust Services Advisory Specialist with Wells Fargo’s Special Needs Trust Services.Ms. Sinon is a member of the New York State Bar Association (not currently practicing) and its Section on Elder Law and Special Needs, the Westchester Women’s Bar Association and the Columbian Lawyers Association.
About 57 million Americans are living with a disability and about two-thirds of them are living with a severe disability. Many individuals have questions about life management issues - especially in regards to providing care and seeking out the proper planning for loved ones living with disabilities. Wells Fargo is in a unique position to assist many individuals with this important planning area and connect many more families to valuable and empowering resources.
Gina will also discuss how not-for-profits in our community can utilize Wells Fargo for its professional guidance and resources. As an example, Wells Fargo can help educate their clients about how a Special Needs Trust may protect eligibility for public benefits and allow settlement funds to be used for quality of life expenses. Gina will leave plenty of time for questions and has open availability for individual appointments after the event. Schedule your appointment by calling (518) 330-1238.