Our October Friday Forum featured five separate seminars on topics related to benefits and planning. Many thanks go out to our amazing speakers: Sherri Schneider from Family Benefit Solutions, Brian and Benji Rubin from Rubin Law, Scott Nixon from Life’s Plan Inc., and Hanny Pei-Rodriguez from BMO Private Bank.
Below are the links to the three sessions that were recorded. The PowerPoints and other materials for all five seminars can be accessed here: https://drive.google.com/drive/folders/1GE1VJ5LCKpFZgKuV3oqlMEa951dyeFZK?usp=sharing
Special Needs Legal and Future Planning with Benji Rubin
Guardianship and Alternatives with Brian Rubin
Duties of a Trustee of a Special Needs Trust with Scott Nixon & Hanny Pei-Rodriguez
Educational Outreach events are funded in part by agency funding from Palatine Township. Thank you for your support!
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