Gain more peace of mind regarding “What will happen when I’m gone?” by learning how to most effectively support your loved ones. Topics include: protecting government benefit eligibility the basics of special needs trusts and ABLE accounts writing a letter of intent Information will be presented in a practical, plain-spoken manner, and participation is encouraged. Content is also relevant for professionals seeking basic answers to financial topics impacting those they support. Participants are welcome to a resource kit and complimentary consultation.
Learn how these two pillars of special needs planning may be used to maximize resources. Topics include:
Information will be presented simply and practically on how you might best provide quality of life and a lifetime of care. Participants are welcome to a resource kit and complimentary consultation.
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