Events
Upcoming Events
September 18, 2021
10:00a - 11:00a
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. Participation is encouraged in this online presentation which will include time for your questions. TC121336(0621)1
September 23, 2021
6:30p - 7:30p
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. TC121333(0621)
Past Events
July 8, 2021
5:00p - 6:00p
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. Participation is encouraged in this online presentation which will include time for your questions. TC120014(0321)1