Building Tax Smart Strategies for Retirement Income & Special Needs Planning
This presentation was hosted by Plan of PA.
Moderator: Christine Pontecorvo
Speakers:
Joanna Craney, ChFC®,ChSNC®, WMCP®
Founder, Partner, Special Needs Planner
Empowered Financial Strategies
Carolyn Humphrey, RICP®,TPCP®, WMCP®, CLF®
Founder, Partner, Strategist
In this presentation, you will learn more about:
• Importance of Understanding Cash Flow
• Calculating the Financial Need for Tomorrow
• Funding Sources for Supported Care
• Mitigating Financial Risks
• Allocating Resources
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Empowered Financial Strategies is unaffiliated with Hornor, Townsend & Kent, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. HTK and Empowered Financial Strategies are not affiliated with PA ABLE and any other presenters. 8906681DH_MAY28