(Free Informational Workshop) Planning for the Future - Special Needs Trusts and Funding Them

[Guest guest]

Greetings! My name is P. and I am a Registered Rep. with the Brennan Financial Group, LTD. located in Highland Hills. Before my career as an agent / investment rep., I worked for the Cuyahoga Cty. Bd. of MR/DD for a period of 5 years. While employed by the Bd., I performed direct care duties for 3 years and case management functions for 2 years. Prior to this, I was a job coach in the Vocational Educ. Dept. at Lakewood High School. Now, I help families, individuals, and businesses chart their financial future. Furthermore, I'm actively involved in MetDESK. This is MetLife's Division of Estate Planning for Special Kids. Consequently, I wanted to see how many of you would be interested in

attending a free informational workshop (NOT SALES ORIENTED) regarding the need for special needs trusts and cost effective ways of funding them. Once I have and idea of who are interested, I can plan for accessible locations. Thank you and have a wonderful day. P. The Brennan Financial Group, LTD. 22901 Millcreek Blvd., Suite 360 Highland Hills, Ohio 44122 (216) 595-0123 X1232

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