Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 13, 2022
7:00p - 8:15p
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. Register at https://nationallife.zoom.us/meeting/register/tJIrduyvrD8vH9KJHXQYLAS2GCGKQZu_CwV2 TC127432(0622)
October 4, 2022
6:00p - 7:00p
Zoom
Understanding ABLE Accounts and Special Needs Trusts
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 Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning how these two options may help your family provide quality of life and a lifetime of care. Register at https://nationallife.zoom.us/meeting/register/tJcvceusqj4vE9TDmNqAb0WrxLQpgpLZ7RhD TC127422
July 14, 2022
2:00p - 3:00p
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. Register at https://us02web.zoom.us/webinar/register/WN_N3oM9Y3vQuW4OPGiLblY5w TC127424
March 15, 2022
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. TC125397(0222)