Navigating the financial landscape for individuals with disabilities can be complex and challenging. Whether you are a caregiver, family member, financial planner, or someone living with disabilities themselves, understanding how to effectively plan for the future is crucial.

On May 9th I will be holding a webinar all about Special Needs Planning to give you more insight into what planning for you and your loved one entails.

Special Needs Planning Webinar
Thursday, May 9, 2024
12:00 - 1:00 PM EST

In this webinar you will:

Gain a deeper understanding of Public Benefits
Learn how to create a Letter of Intent
Learn about Special Needs Trusts and ABLE Accounts, and how they work well together
Learn about Guardianship, Conservatorship, and other options to protect the ones you love.