The financial concerns of families whose loved ones have special needs can be as unique as the care needs of the individuals themselves. Jim Hammel, Financial Advisor, CFA, and Attorney Steven M. Zelman, Judge of Probate, share more about how families with special needs considerations are able to plan for lifetime care, preserve government benefits eligibility, and ensure quality of life.
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UPDATE: March 16, 10:00 AM This program is canceled and will be rescheduled at a later time.
IMPORTANT: Governor Lamont declared a state of emergency Tuesday, March 10, and this will impact certain programs and activities offered by the Library. Attendees who registered in advance for programs will receive an email alert regarding program changes. Program updates are also posted on the Library's website and Facebook page.
About the presenters:
Prior to joining Edward Jones in 2005, Jim Hammel was an advisor at Prudential Financial from 1997-2005. He also worked as an analyst at Advest Group for six years prior. Early in his career, Jim was an engineer at United Technologies.
As a graduate of the University of Connecticut, Jim holds a bachelor's degree in electrical engineering and a master's degree in finance.Currently, he is an active member of the Hartford CFA Society.
Jim Hammel is also an active member of the Granby community, serving as a member of the Granby Chamber of Commerce. Jim and his wife Deborah have lived in Simsbury since 1989. They have twins, Abby and James.
Steven M. Zelman, retired as Regional Judge of Probate (Bloomfield) in August 2017 after serving more than 26 years. Judge Zelman served as Judge of Probate for the Town of Bloomfield for 20 years and the Tobacco Valley Probate District for over six years after the Probate Courts in Connecticut were consolidated. In addition, Judge Zelman was appointed as Administrative Judge for the Hartford Regional Children's Probate Court by the Connecticut Probate Administrator covering 28 towns in the Hartford area. The legal community, including judges and attorneys, frequently call on Steven to speak on a variety of probate issues, estate administration and commercial litigation.