Special Needs Financial Planning
We could all use a little help planning for the future. And when you care for a loved one who has special needs this intensifies. In our experience, knowing where to start is the hardest part. Attend our educational workshop which will be co-taught by a financial advisor and and an attorney. Together they will help you get and feel ready for your financial future. Topics that will be covered are: how to protect government benefits (SSI and SSDI), Achieving A Better Life Experience (ABLE) accounts, special needs trusts and pooled trusts, the impact of inheriting assets , setting up a power of attorney or guardianship for your loved one. Our goal is to equip you with enough information to get you started.
|Dates:||March 20, 2018|
|Number of Sessions:||1|
|Meets:||Tu : 7:00 pm - 8:30 pm|
|Location:||Owen J. Roberts Middle School|
|Instructor:||Thomas Kalejta, CFS®, ChFC®, RFC®,AEP|
There are still openings remaining at this time.
A valid credit card will be required for payment. Please have your card information ready.