Special Needs Financial Planning: Planning for Two Generations

This class will provide invaluable financial planning information for parents with a special needs child and focus on how each family’s unique circumstances drive their planning decisions and determine their family’s financial framework. You will be introduced to the Special Needs Planning TimelineTM, which highlights the various planning pressure points where you should be aware of changes relating to your child’s benefits, legal, and financial issues, including housing and the ABLE account. The primary focus is to help you avoid common mistakes and pitfalls in your planning.