Financial Planning For
Families With Special Needs

WORKSHOP | Other Workshops

Financial Planning For Families With Special Needs

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.

• Assessing how much is needed
• Estimating available resources
• Meeting the shortfall
• Estate planning
• Lasting Power of Attorney

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

3 Hours


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