Planning for a family member with Special Needs is complex and challenging. It requires in-depth knowledge of local resources, laws, legal and financial tools available as you plan for the well-being and financial security of your loved one. Planning for a child with special needs should begin as early as possible.

Speakers, Minoti Rajput, CFP®, ChSNC®, Elinor Ho, ChFC®, CPWA®, ChSNC®, and Mehul Mistry, CFP® ChSNC® of Secure Planning Strategies will explain the importance of Special Needs planning strategies and will address questions for both planning and key components of the ABLE and Secure Acts.