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Elville and Associates’ 2019 Annual Client Event
October 12, 2019 @ 8:30 am - 12:00 pm
“What Families Need to Know about Planning for Loved Ones with Disabilities”
Doors Open for Breakfast at 8:30 a.m. | Program Begins at 9:00 a.m., ending at 12: p.m.
Elville and Associates, P.C. & The Law Offices of Gary Greenwald, P.C.
Speakers and Presentations
Chase Phillips, Senior Vice President & Senior Financial Advisor Friese Phillips Bock of Merrill Lynch
“Financial Planning for Special Needs”
Olivia R. Holcombe-Volke, Partner, Elville and Associates
“The State of Special Needs Planning Today”
Lindsay V.R. Moss, Partner, & Jane Rossheim, Paralegal, Elville and Associates
“An Overview of Waiver Programs”
Stephen R. Elville & Gary Greenwald, Principal, & Meghan E. McCulloch, Partner, Elville and Associates
“Special Needs Trusts for Spouses and the Augmented Estate”
Stephen R. Elville & Gary Greenwald, Principal, The Law Offices of Gary Greenwald, P.C.
“General Legislative Update”
Entertainment will be provided by The Max Vanderbeek Jazz Group
RETREAT AND CONFERENCE CENTER AT BON SECOURS
1525 Marriotsville Road, Marriottsville, MD 21104
Seating is limited. Please RSVP early to secure your seat.
Please RSVP to Lainey Olson, Legal Administrative Assistant, at firstname.lastname@example.org
or call 443-393-7696 by October 4th.