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Making the Future More Secure for Loved Ones

  • Bernards PEC 5 Lyons Mall #160 Basking Ridge United States (map)

Presenter: Donald T. Brown, ChFC, ChSNC, CASL

Don Brown has been in the financial services industry for more than 30 years. He has been recognized as an industry leader in both personal production and management. Educating individuals and families on how to properly plan for dependents with special needs is a primary focus of Don’s practice. He has volunteered for more than 20 years with Camp Fatima of New Jersey, an all-volunteer camp for individuals with developmental challenges. Don is a graduate of Rutgers University and has earned the Chartered Financial Consultant, Chartered Special Needs Consultant, and Chartered Advisor for Senior Living designations.

Learn how these two pillars of special needs planning may be used to maximize resources.

Topics include: protecting government benefits, eligibility requirements, guidelines for use, funding options

Information will be presented simply and practically on how you might best provide quality of life and a lifetime of care. Participants are welcome to a resource kit and complimentary consultation.

Register here

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October 10

PEC Night at Ridge Football

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November 18

Guardianship