Planning for the future of a loved one with disabilities can be daunting and overwhelming. Join us for a free seminar designed to help families better understand financial and long-term planning strategies geared toward independence.

Presented by Brian Cotroneo*

Senior Vice President at Moors & Cabot Investments

Topics to include:

Why planning is necessary

Lifetime cost of care calculations

Funding strategies

Building a quality special needs planning team

Combining family & special needs financial plans

Common Planning Do’s & Don’ts

Workshop Details: (On site-Free)

June 6, 2026

1:00 pm – 3:00 PM, Safety Harbor Library

Safety Harbor, FL

RSVP is appreciated via info@nextgensupports.org

*"Brian J. Cotroneo is a Senior Vice President at Moors & Cabot Investments. He co-leads the Johnson Cotroneo Group and is responsible for financial planning and portfolio management, focusing on Special Needs Families, Business Owners, and High Net Worth Households. Brian holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Special Needs Consultant (ChSNC), and Chartered Financial Consultant (ChFC) designations. Additionally, he is a member of the Academy of Special Needs Financial Planners, the Estate Planning Council of Northeast Florida, and the CFA Society of Jacksonville."

NextGen Supports for Independence does not provide financial, legal, or investment advice and does not specifically endorse individual planning strategies, products, or providers.