Financial Planning For
Families With Special Needs
(WORKSHOP)

WORKSHOP | Other Workshops

Financial Planning For Families With Special Needs

OBJECTIVE:
Learn how to assess the amount needed for families with special needs members. If there is a shortfall after taking into account their current resources, participants are taught how to close the gap. They also learn the basics of estate planning.

COURSE OUTLINE
• Assess how much is needed
• Estimate their available resources
• Meeting the shortfall
• The different means of estate transfer

WHO SHOULD ATTEND
• Suitable for families and caregivers with special needs family members.

DURATION
3 Hours

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