Virtual: Creating Financial Security for a Loved One with Special Needs
Join us as we talk about Creating Financial Security for a Loved One with Special Needs.
Planning for a child who may become a long-term dependent for your family goes beyond traditional financial planning. Join us from the comfort of your own home and ask questions in a non-threatening, non-pressure environment. This brief, online workshop helps parents, guardians, and family members to better understand the planning our children may need during all stages of life. Topics discussed include:
- Legal, Financial & Government Benefits Planning Considerations
- Pros & Cons of ABLE accounts
- Pros & Cons of Special Needs Trusts
We’d love to be of value if you’re ready to learn.
Be sure to mark your calendar for this event so you don’t forget!
When you attend the live, online event, you will get access to handouts, tools and downloads that will help you make the most of your child’s planning:
- Overview of Special Needs Planning & Why It’s Important
- Letter of Intent (editable PDF for your customization)
- Beyond One Day at a Time brochure
For more information: Veronica Alvarez | 512.969.1848 | teamregion13@prntexas.org