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Small Business Spotlight News Post

Published: 02/01/2024 - 8:00 AM

The Y is more than a gym; it's a community center! Stop by and get to know our community partners.

We'll be highlighting some of our friendly, neighboring businesses throughout the year. We're excited to highlight 1847 Financial, our newest Small Business Spotlight! Learn more about our community partner below and be sure to join their virtual workshop!

Workshop Info:

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.

It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

This workshop is open to the community. Registration is required.

The workshop will cover these common concerns:

  • Government Benefits & how to maximize them
  • SECURE Act and it’s tax-planning ramifications
  • Estate Planning for Special Needs
  • Funding Special Needs Trusts
  • Grandparents - the do’s the don’ts to Multigenerational Legacy Planning

This workshop will be held virtually on Zoom.


The workshop will begin at 7:00 PM on Wednesday, February 7, 2024.

How to register:

Click the link below and follow the prompts to register.

Register Here

More about 1847 Financial:

The team at 1847 Financial is focused on working together to ensure you can live your life and never look back. Their relationships are driven by empathy, engagement, education, and empowerment. They offer estate planning, retirement planning, risk management, and more!

Learn more about 1847 Financial


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