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Life Planning for Special Needs Families
This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

This presentation is given by Michael Beloff, CFP®, ChSNC®, Founding Partner, Wealth Advisor at Belvedere Wealth Partners.

Jan 5, 2023 06:30 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Michael Beloff.