Lisa Bugbee, Independent Broker

Lisa Bugbee, Independent Broker Independent broker for OPWDD's Self Direction It all starts with Person Centered Planning. I strive to ask questions to get to know your unique needs and wants.

I assist with creating and developing goals based on this and then help to provide the network to make your hopes and goals a reality. Having a self direction budget built to support this will help you be successful. ONE community is my vision. A place where everyone is included, recognized, and valued.

07/01/2026

NY ABLE is offering a FREE webinar tomorrow, June 30th!

NY ABLE allows individuals with disabilities and their families to save for qualified disability related expenses, without limiting their ability to benefit from federal benefit programs such as SSI, SSDI and Medicaid.

NY ABLE offers multiple investment options including a checking account and debit card option allowing individuals with disabilities to maintain their independence and have quick and easy access to their own money. Earnings on investments can grow tax-deferred and are tax-free if withdrawals are used for qualified disability expenses.

For additional information about NY ABLE, or to open an account, please visit www.mynyable.org.

To register, click here and select the date: https://ascensus.zoom.us/meeting/register/oanxd36tQYm39_zBPr8DGg #/registration

06/30/2026

Address

P. O. Box 43
Atlanta, NY
14808

Telephone

+15852984726

Website

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