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Planning for the Future with James Traylor

March 18, 2021 12:00 pm until 1:00 pm
Categories: Webinar

 

Please join James Traylor to review the different types of government benefits and services that can support someone living independently in the community. James will also talk about the rules, best practices and potential pitfalls for people with disabilities and their families.

About the Presenter: James Traylor has spent his entire professional career building a practice dedicated to the special needs community. As a sibling and advocate for his little sister with special needs, James has a unique understanding of the struggles families face in planning. In addition to James’ special needs practice, he also provides traditional financial planning to clients by taking them through a comprehensive process that is person-centric. When James is not meeting with clients, he regularly provides continuing education for legal, financial and tax professionals on planning for an individual with a disability.

 

Registration

Registration is required. To register, please use this link - https://register.gotowebinar.com/register/1672440061497709328

Presented in partnership with

East Irondequoit logo
 

Upstate Special Needs Consulting

 

Starbridge is able to provide this event for free thanks to the support of grants from local, regional, and national funders.