Caring for Your Loved One with Special Needs – What Every Caregiver Needs to Know

This free workshop provides an overview of financial & estate planning for families that have dependents with special needs. We address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as SSI/SSDI, Waivers & Social Security. The workshop will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Finally, it will raise awareness of how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones. Our goal is to make sure you learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision you have for their child’s life can become a reality, whether you are here or not.

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