Looking Ahead: Special Needs Financial Planning
October 29, 6:30-7:30pm CST
What will happen to your child when you are no longer around to take care of them? What are ABLE accounts? This workshop is designed to help families plan for the financial future of their child(ren), or other dependents, with special needs. Learn about eligibility for government benefits while helping to meet the needs for lifetime of care and quality of life issues. This presentation will cover estate planning, ABLE accounts, guardianship, wills and trusts, and Letter of Intent. We welcome in Paul Brokenshire from Special Needs Planning, LLC.
2024 Special Needs Financial Planning Resource Sheet
Download FinancialPlanning10.29.24