Cody Sutton
SpecialCare Planner
SpecialCare Planning
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