Thursday, July 15, 2010

"Forward Thinking"

On Tuesday, BrightStone hosted a "Forward Thinking" seminar about special needs trusts, conservatorships, and financial planning. Our three expert panelists, Mary Catherine Kelly (Attorney-at-Law), David Howell (Certified Financial Planner, Capital Financial Group), and Alicia Fitts (Family Planning Specialist) answered parents' questions about planning for the future needs of their adult. We are very grateful to Mary Catherine, David, and Alicia for giving their time to offer guidance and advice, and we thank the parents who came to the seminar with their questions.


Happy belated birthday, Jon!

A couple weeks ago we celebrated Jon Hasty's birthday (we're a little behind on our posts, we know). We had pizza for lunch and cake with chocolate icing for dessert - yum. Happy belated birthday, Jon! We're so glad you're a part of the BrightStone family!