Special Needs Financial Planning
Planning for the personal needs and financial security of those with a disability may seem overwhelming, but it doesn’t need to be difficult. This class will focus on the benefits of planning and include an overview of Public Benefits (SSI, SSDI & Medicaid), Special Needs Trusts, ABLE accounts, Guardianship and Tax Planning strategies. Learn how to create an effective plan for yourself or someone you care for.
Instructor: Alexander Petsis, Chartered Special Needs Consultant ®