Upcoming Events

Join us for an insightful webinar tailored to families navigating financial planning for individuals with disabilities. Understanding the intricacies of financial management and securing future stability is crucial for ensuring lifelong support and well-being.
Key Topics Include:
Introduction to Special Needs Financial Planning: Overview of unique financial considerations and strategies.
Government Benefits and Eligibility: Understanding SSI, SSDI, Medicaid, and other benefits crucial for financial planning.
Special Needs Trusts: How to establish and manage trusts to protect assets without jeopardizing eligibility for benefits.
Estate Planning: Essential elements of creating a comprehensive estate plan that includes provisions for a loved one with disabilities.
Tax Considerations: Insight into tax deductions, credits, and strategies specific to families with disabilities.
Financial Tools and Resources: Overview of tools, programs, and community resources available to support families.
Q&A Session: Opportunity to get your questions answered by financial planning experts specializing in disabilities.
Who Should Attend:
- Families and caregivers of individuals with disabilities
- Financial planners and advisors
- Legal professionals specializing in estate and disability law
- Anyone interested in securing a financially stable future for loved ones with disabilities
Don't miss this valuable opportunity to gain practical insights and guidance on navigating financial planning for families of individuals with disabilities. Secure your spot today!