Financial Planning for Families

Navigating the financial landscape for a family member with developmental disabilities can be complex and overwhelming. In this dedicated workshop, we bring together financial experts and legal advisors to guide you through the essential steps of securing a stable future for your family.

We will cover critical topics including:

• check_circle Special Needs Trusts (SNT): Strategies for setting up and managing trusts effectively.
• check_circle Government Benefits: Understanding eligibility for SSI, Medicaid, and other programs.
• check_circle Estate Planning: Strategies tailored to your family's unique needs.
• check_circle ABLE Accounts: How to use them effectively for long-term financial security.

Our guest financial planners specialize in disability planning and will be available for a comprehensive Q&A session at the end of the presentation.