Travis D. Finchum to speak at City of Clearwater event

Monday, September 17, 2012, Travis D. Finchum, one of our Co-Trustees, will speak to City of Clearwater families regarding Special Needs Trusts.

Travis will discuss how to protect loved ones with special needs when parents are gone. Special Needs Trusts can shelter an inheritance to allow the funds to enhance the quality of life for individuals with disabilities. Discussion will include information on how to maximize federal programs such as Social Security and Medicaid while protecting loved ones.

For more information regarding the event, click here.


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