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Special Needs Financial Planning Workshops

How to Develop a Life Plan for Your Child with Disabilities

This short workshop will help guide parents, guardians, and family members to better understand the planning your children may need during each stage of life. Topics included:

  • Legal Planning Considerations: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship
  • Financial Planning Considerations: How to Fund a Special Needs Trust & ABLE accounts 
  • Benefit Planning Considerations: Finding & accessing federal benefits like SSI & SSDI, Medicaid, Waivers, etc.

Online sessions to choose from:

  • January 8: Noon (CDT)
  • February 11: 11:00am (CDT)
  • March 5: 1:00pm (CDT)
  • April 15: Noon (CDT)

Register: How to Develop a Life Plan for a Long-Term Dependent

 


ABLE vs Special Needs Trusts: An In-Depth Discussion

Topics included:

  • Legal, Financial & Benefits Planning Considerations
  • Pros & Cons of ABLE accounts
  • Pros & Cons of Special Needs Trusts

Online Sessions to choose from:

  • January 9: Noon (CDT)
  • February 12: 1:00pm (CDT)
  • March 6: 11:00am (CDT)
  • April 16: 1:00pm (CDT)

 

Register: ABLE Accounts vs. Special Needs Trusts