1847 Financial Workshops

Please find below a list of the upcoming special needs planning workshops we will be providing along with where you will find us out and about in the community supporting different events.

The special needs workshops will focus on an overview of government benefits such as SSI, Waivers & Social Security. It will also address important estate planning considerations such as wills, Special Needs Trusts & guardianship and alternatives to guardianship. Finally, it will make attendees aware of how special needs financial planning is different than your traditional financial planning and different strategies will be shared to address funding of special needs trusts along with tax planning considerations.

Hope to see you in the audience or at an event!


Click here for our updated Special Needs Team Brochure

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Please email me at pbergmaier@1847financial.com to RSVP for any of these workshops. We hope to see you in the audience!


Saturday Jan 21st 1:00pm
Royer-Greaves School for Blind
Paoli, PAwww.Royer-greaves.org

Workshop Flyer

Tuesday Jan 24th 7:00pm
Kaleidoscope Family SolutionsBryn Mawr, PA

Workshop Flyer


Thursday Jan 26th 7:00pm
Hosted by Delaware County Down Syndrome Interest Group
Springfield, PA

Workshop Flyer