Webinar Registration

Topic

Life Planning for Special Needs Families

Description

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.

Time

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

Your Information
Send to
Message preview	Hi there, You are invited to a Zoom webinar. When: Jan 5, 2023 06:30 PM Eastern Time (US and Canada) Topic: Life Planning for Special Needs Families Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_A9w46-93QQ2fojGBoa088A After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Michael Beloff, CFP®, ChSNC® (Founding Partner, Wealth Advisor @Belvedere Wealth Partners) Michael Beloff, CFP®, ChSNC® is a Wealth Advisor at Belvedere Wealth Partners. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant. He has spoken at numerous national venues including the National Autism Association, the Autism Society of America, the US Autism Association and COPAA. Michael serves on a number of volunteer boards, including Abilis, the CT Governor’s Workforce Council DEI Committee, and the Advisory Board of the US Autism Association. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford with his wife Deborah and son Ben.

webinar register page

Share via Email

Switch Time Zone

Upcoming Meetings