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Planning for the Future of Your Loved One with Special Needs

  • Zoom Presentation A link will be sent to registrants on the day of the presentation. (map)

This workshop educates families on the importance of planning for the future of their child or dependent with special needs.  Properly addressing these vital issues ensures not only lifetime care, but quality of life for your loved one.  It addresses the following important issues:

  • Special Needs Trusts

  • New ABLE Act

  • Protecting Government Benefit Eligibility

  • Guardianship and Conservatorship

  • SSI, SSDI, Medicare, Medicaid

  • Financial Security and Funding Options

  • Letters of Intent

Presenters:
Stuart Hawkins, FuturesPlanned LLC - Stuart has been a financial advisor for nearly 30 years, with a concentration in Special Needs Planning for 15 of those years.  More importantly, he is the proud parent of a young adult with special challenges.

Colleen Masse, Czepiga Daly Pope & Perri - Attorney Collen Masse is the Special Needs Planning Department Chair at Czepiga Daly Pope & Perri. Her practice focuses on planning for both elders and persons with special needs of all ages.

Yes! I plan to attend.