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Planning a Life: Transition Considerations for Your Child's Future

This workshop is presented by Leo Rotman, CFP of River Financial Group and attorney Meredith Greene of Day Pitney. They will help you figure out a plan for your child's future that incorporates various government benefits, estate planning ideas and helps you to figure out how to make the most of your own financial resources. Topics covered:
-SSI/SSDI
-MassHealth
-Other benefits
-Budget examples
-Special needs trusts
-ABLE accounts

Nov 9, 2022 07:00 PM in Eastern Time (US and Canada)