[Fredslist] Thank You To Crysti D. Farra, Esq. & Vincent J. Russo, Esq. For Your Discussion on SSI/SSDI & Special Needs Planning

[Lisa Waterman]

Many thanks to Crysti D. Farra, Esq. and Vincent J. Russo, Esq for a fabulous presentation this morning at Gotham LI Legal on “What Every Attorney (Personal Injury or Otherwise) Should Know About Social Security and Special Needs!” Both Crysti and Vincent provided valuable information about SSI/SSDI & Special Needs Planning for attorneys as well as their clients. Broadcast live from Vincent’s Garden City conference room, replete with the artwork of the infamous John Lennon, this was a unique hybrid Zoom/In-Person/CLE meeting with 15 eager participants.  The program itself was an overview of SSDI and SSI including the qualifying factors of both programs and the procedure for filing, as well as what needs are important for pre and post award of those benefits from a financial planning standpoint to protect benefits long term.   1 CLE credit was provided by iLaw, Inc., an Accredited Provider of Continuing Legal Education.  We had some great networking both before and after the meeting itself, mixing with both in-person and on-screen. If you haven’t visited with LI Legal, be sure to catch us live with 3 other groups at our next meeting on July 20, 2022 at Westbury Manor.  Details will follow!

Happy Networking!
Lisa

Lisa B. Waterman
Garibaldi Group
Certified Public Accountants * Financial & Management Consultants
990 Stewart Avenue-Ste 510
Garden City, NY 11530
516-288-7400 x102
Cell: 516-532-2299
lisa at garibaldicpas.com<mailto:lisa at garibaldicpas.com>
twitter: @ilawinc
twitter: @garibaldicpas


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