The Able Act was signed into law by President Obama and promises to help people with disabilities live lives of more independence through tax free savings accounts. Join us as we discuss how these account will work with Mark Friese, Vice President of Special Needs Planning at Merrill Lynch, and [...]
As we know raising children is expensive, let alone children with disabilities. Mark Friese, Vice President of the Special Needs Group at Merrill Lynch join us to discuss how to find financial gold in ways you may not have considered.
Join us in a discussion on the role personal assistants play in ensuring a life of independence and dignity for people with disabilities and how to pay for it. We will be joined by Susan Rogers, RN, President of Capital City Nurses and Mark Friese, Vice President, Special Needs Group at [...]
Join us in our indepth discussion with Mark Friese, Vice President, Special Needs Group at Merrill Lynch. We will get into the nitty gritty about special needs trusts, such as investment options, choosing an advisor and tips on how to get started. If you are a parent of a child [...]
Join us as we talk with Mark Friese, Vice President, Special Needs Group, Merrill Lynch Special Needs and Elder Care Planning and Edward Zetlin, Esq. Lawyer for Seniors and People with Disabilities. We will explore what parents need to know about planning for the financial futures of their children with disabilities [...]