Does thinking about your loved one's financial future keep you up at night? Are you ready to take the next steps, but you're not sure how to start? Join presenters Jerry Ruttenberg and Brian Smith of Firstrust Financial Resources as they share the basics of financial planning.

About our presenters:

Jerry Ruttenberg (MBA) is a financial consultant with Firstrust Financial Resources. He dedicates his practice to planning for families with children with disabilities, a passion derived from his own family experiences.

Previously as a Special Needs Financial Planner with the MetLife Center for Special Needs Planning, he assisted families in planning for the financial future of their children or other dependents with special needs.

This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, and financial considerations for providing quality lifetime care.

Jerry holds a BBA in marketing and an MBA in Industrial Management from Temple University, and is a retired adjunct professor of Economics and Finance at Community College of Philadelphia.

Brian Smith is the Vice President of Firstrust Financial Resources. He assists families and small business owners in the areas of retirement, investments and life insurance protection. Recognizing that long-term healthcare needs are a major factor in prudent retirement planning, he commits a substantial portion of his time to long-term care insurance planning.

Brian received his B.S. in Finance from Shippensburg University in Shippensburg, Pennsylvania.