Join us on Wednesday, June 15th from 4-5 pm For Tierra’s Summer Webinar Series Estate Planning 101
Estate Planning 101
with Special Needs Trusts & Late Life Planning
Special Guest Speakers:
Angela M. Wethor, JD, CPA, is a corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company. For over two decades, Angela has guided numerous individuals and families in determining how to best establish their Estate Plans to cover Disability, Death, Discord, Distributions and Distress.
She will also address:
- Estate Planning Checklists
- Vehicles & Resources to Protect Your Assets
- Special Needs Trusts
Julie Snyder is a Life Planning Navigator for Tierra del Sol, a Regional Trainer for The National Task Group on Aging & Dementia and a Certified Late Life Planning Trainer. During her 31 years with Tierra, Julie has been instrumental in delivering person-centered planning to hundreds of individuals with intellectual and developmental disabilities and their families, throughout all stages of their lives.
Learn more about how to:
- Avoid Crisis Planning
- Create a Letter of Intent