April 24th Self-Directed Power Lunch Recap

peter-steiner-power-lunch-cartoon Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Tuesday April 24th 2018,  co-host Leizer Gewirtzman, CPA ChSNC (Financial Advisor and Chartered Special Needs Consultant at Mass Mutual) did a superb job addressing questions related to financial planning for a family member with special needs. Here is a link to some valuable takeaways from the meeting
Do you have a speaker you would like to recommend? Better yet, ask us how you can be the co-host and present at one of our upcoming SDPL meetings! To be put on a priority SDPL invite list make sure to drop us a note with the topics you would like to learn more about at future meetings.
Disclaimer: The views expressed in this blog are those of the author and do not represent the views of our meeting co-host or any carrier referenced.