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Integrating Special Needs with Your Estate & Financial Plans
You spend so much time and effort creating the Future Life Care Plan for your family member with special needs. Your estate and financial plans cannot be like everyone else’s. You need to have special documents, very specific language with beneficiaries, special thought processes for your own retirement planning, specific tools to use that are not always widely known by professionals, extra special people and teams that will support your family member’s future and more. We will work through a checklist of many of the unique needs you will want to include in your planning. This class will highlight the many opportunities you have to make the future look brighter.

May 13, 2021 07:00 PM in Central Time (US and Canada)

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