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Events

Upcoming Events

October 21, 2021

6:00p - 7:15p

Zoom

Understanding ABLE Accounts, Special Needs Trusts, & Guardianship

One of the most impactful new strategies in recent years is the ABLE account. Along with special needs trusts, these vehicles are the pillars of special needs funding. Learn the differences between them and how each may be used to maximize financial resources for your loved one(s) with special needs. This includes: • Protecting government benefit eligibility • Eligibility requirements and guidelines for use • Funding options • Choosing a manager//trustee We will also address frequently asked questions about the different options for guardianship. Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning more about providing quality of life and a lifetime of care. TC122470(0821)

October 26, 2021

4:00p - 5:00p

Zoom

Understanding ABLE Accounts, Special Needs Trusts, & Guardianship

One of the most impactful new strategies in recent years is the ABLE account. Along with special needs trusts, these vehicles are the pillars of special needs funding. Learn the differences between them and how each may be used to maximize financial resources for your loved one(s) with special needs. This includes: • Protecting government benefit eligibility • Eligibility requirements and guidelines for use • Funding options • Choosing a manager//trustee We will also address frequently asked questions about the different options for guardianship. Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning more about providing quality of life and a lifetime of care. TC122320

October 28, 2021

6:30p - 7:15p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC123148(09/21)

November 15, 2021

1:30p - 2:30p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC123610(1021)3

November 16, 2021

6:30p - 7:30p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC123683(1021)1

January 25, 2022

7:15p - 8:15p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC123684(1021)1

January 26, 2022

7:00p - 8:00p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC123613(1021)3

Past Events

October 20, 2021

6:30p - 7:15p

Zoom

The Top 5 Mistakes Parents Make When Saving for College

Join us and learn how to avoid overspending thousands of dollars while reducing your stress levels significantly during the process. We will address the rules of the financial aid system, avoiding common mistakes, selecting the right schools to fit your budget, and exploring the options available to pay tuition. TC122560(0821)

October 20, 2021

1:00p - 2:00p

Zoom

Making the Future More Secure for Your Loved One with Special Needs

Learn how to plan for each important stage of life. This includes: • Protecting government benefit eligibility • Understanding simple but important parts of your will • Funding special needs trusts and ABLE accounts • Writing a letter of intent Gain peace of mind for the difficult question of “What will happen when I’m gone?” by knowing step-by-step how to provide quality of life and a lifetime of care. TC122593(0821)

Event Registration