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Jacki Farrell and Tudor Goldsmith will talk about investing principles to achieve your long term goals, how inheritance can affect a person’s eligibility for MaineCare, proactive inheritance planning for families of children with special needs, and additional options for special needs financial planning.
Presenters: Jacki Farrell a Financial Advisor at Edward Jones with 15 years of financial planning experience and a mom to a son with Autism and an Intellectual Disability. Tudor Goldsmith a practicing lawyer at Jensen Baird & Henry in the area of trusts and estates, probate litigation, and related tax matters.