Sessions
10 Basic Financial Steps for Special Needs Caregivers
11:00 AM - 12:00 PM Wed
10 Basic Steps Financial Steps for Special Needs Caregivers
10:00 AM - 11:00 AM Sat
Building Bridges - Financial Options
12:30 PM - 1:30 PM Thu
As a Special Care Planner, I can help families with dependents with special needs:
• Access local organizations and advocacy groups
• Protect future eligibility for government benefits
• Create a Life Care Plan1
• Understand the financial and legal issues in special needs planning
• Determine funding options for special needs trusts
• Determine how much money is needed to provide for lifetime quality care