Planning for a child who may require lifelong support goes beyond traditional financial planning. This workshop is designed for parents, guardians, and family members who want to better understand how to plan for their child's future at every stage of life.
In this session, we’ll cover essential topics, including:
- Legal, Financial & Government Benefits Planning Considerations
- The Pros & Cons of ABLE Accounts
- The Pros & Cons of Special Needs Trusts
By attending this live workshop, you'll also receive valuable resources to help you make informed decisions for your child's future, including:
- Special Needs Planning Checklist
- Letter of Intent (editable PDF for your customization)
- Beyond One Day at a Time brochure
- ABLE Analyzer
This workshop is designed to give you the tools and information you need to build a secure and fulfilling future for your child.
