Events
Upcoming Events
October 16, 2023
6:30p - 7:30p
Zoom
Making the Future More Secure for Your Loved Ones with Special Needs
- presented by Donald T. Brown, ChFC, ChSNC - hosted by Ocean County Family Support Organization 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://nationallife.zoom.us/meeting/register/tJIkfumprjsvHNMQjUOIbTIlD_KwGhxcGz3r TC135512(0823)
October 17, 2023
6:00p - 7:00p
Zoom
Understanding ABLE Accounts and Special Needs Trusts
- presented by Donald T. Brown, ChFC, ChSNC - hosted by Spectrum360 Learn how these two pillars of special needs planning maybe used to maximize resources. Topics include: - protecting government benefits - eligibility requirements - guidelines for use - funding options Information will be presented simply and practically on how you might best provide quality of life and a lifetime of care. Participants are welcome to a resource kit and complimentary consultation. Register at https://nationallife.zoom.us/meeting/register/tJ0vcu2sqDstG90slZWkQdmBcb7YwiSC0tdD#/registration TC135324
October 24, 2023
6:30p - 7:30p
Zoom
Making the Future More Secure for Loved Ones with Special Needs
- presented by Donald T. Brown, ChFC, ChSNC - hosted by Pioneer Family Success Center Gain more peace of mind regarding “What will happen when I’m gone?” by learning how to most effectively support your loved ones. Topics include: - protecting government benefit eligibility - the basics of special needs trusts and ABLE accounts - writing a letter of intent Information will be presented in a practical, plain-spoken manner, and participation is encouraged. Content is also relevant for professionals seeking basic answers to financial topics impacting those they support. Participants are welcome to a resource kit and complimentary consultation. Register at https://nationallife.zoom.us/meeting/register/tJUlcOuppzIpGtIww8kIS9vOOWHHlZEB7_lc TC136132(0923)
November 13, 2023
6:30p - 7:30p
Zoom
Understanding ABLE Accounts and Special Needs Trusts
- presented by Donald T. Brown, ChFC, ChSNC - hosted by Ocean County Family Support Organization Learn how these two pillars of special needs planning maybe used to maximize resources. Topics include: - protecting government benefits - eligibility requirements - guidelines for use - funding options Information will be presented simply and practically on how you might best provide quality of life and a lifetime of care. Participants are welcome to a resource kit and complimentary consultation. Register at https://nationallife.zoom.us/meeting/register/tJMtcumuqjgrGdZB-U4hgaaODHjJxeGCpJzT TC135511(0823)
Past Events
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)