Broker Check
07 April
Special Needs Planning Webinar


  • What will happen to my loved one when I am no longer here?
  • What is a Special Needs Trust and what type should I create?
  • How does the ABLE Act work?
  • Why Wills and Trusts alone may not work.
  • What are the government benefits and can and will they be enough?
  • Do I have a Letter of Intent?
  • How will the 2019 Secure Act impact my planning?
  • What are my child’s future housing options?
  • How well do my child’s future caregivers know my Estate Plans?
  • Have I provided instructions for my child’s future advocate?

Date and Time

Wed, Apr 07, 2021

6:30p - 8:00p EST


Secure Planning Strategies Webinar - ZOOM


Event Registration