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  • Services
    • How We Work Together
    • Special Needs Financial Planning
    • Investment Management
    • Workshop Calendar
  • About
    • Our Team
    • Our Book
    • Our Video
    • Important Disclosures
  • Knowledge bank
    • Planning Resources
    • Planning Videos
    • Blog
  • Client Portal
Contact Us

Webinar & podcast Library

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GETTING STARTED WITH THE LETTER OF INTENT

  Webinar Recording 

INNOVATIVE HOUSING OPTIONS

Webinar Recording

 

PLANNING FOR THOSE WITH SPECIAL NEEDS

Podcast Recording

 

THE HOW AND WHY OF GUARDIANSHIP AND ALTERNATIVES

Webinar Recording

THE KEY PEOPLE TO NAME IN YOUR ESTATE PLAN

Webinar Recording

 

PULLING IT TOGETHER AND PAYING FOR IT ALL

Webinar Recording

 

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Special Needs Financial Planning
A Specialty Practice of Affinia Financial Group
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    • 80 Blanchard Road, Suite 201
    • Phone: 781.365.8586
    • Fax: 781.365.8805
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