Creating Financial Security for Loved Ones with Special Needs

Planning for a child who may become a long-term dependent for your family goes beyond traditional financial planning. This brief, online workshop helps parents, guardians, and family members to better understand the planning our children may need during all stages of life. Topics to be discussed include:

• Legal, Financial & Government Benefits Planning Considerations
• Pros & Cons of ABLE accounts
• Pros & Cons of Special Needs Trusts

When you attend the live, online event, you will get access to handouts, tools, and downloads that will help you make the most of your child’s planning:

• Overview of Special Needs Planning & Why It’s Important
• Letter of Intent (editable PDF for your customization)
• Beyond One Day at a Time brochure

We will not be recording this webinar. So, if you are unable to attend and you’d still like to learn this information, be sure to email us and we will let you know when our next workshop will occur.