Special Needs: Protecting the Whole Family with Wealth Planning
Evercore Wealth Management Partners Karen Francois and Jay Springer and guest Ann Koerner, CEO and Founder of National Care Advisors, will discuss wealth planning strategies and other resources for families facing addiction, autism and other physical, mental and emotional challenges.
Tuesday, September 13
1 PM PT/ 3 PM CT/ 4 PM ET
For further information on this event, please contact Aline Sullivan at firstname.lastname@example.org or 203.918.3389.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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