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
• Assessing how much is needed
• Estimating available resources
• Meeting the shortfall
• Estate planning
• Lasting Power of Attorney
WHO SHOULD ATTEND
• Suitable for families and caregivers with special needs family members.
DURATION
3 Hours
OTHER LANGUAGES
Mandarin
Other Related Topics
Restrictions on use of Materials.
Except as otherwise provided, the Contents of this Website shall not be reproduced, republished, uploaded, posted, transmitted or otherwise distributed in any way, without the prior written permission of the Institute for Financial Literacy (IFL).
You may download one copy of any information provided in this Website onto a single computer for your own personal non-commercial use provided that you keep intact all accompanying copyright and other proprietary notices.
Modification of any of the Contents or use of the Contents for any other purpose will be a violation of intellectual property rights. Graphics and images on this Website are protected by copyright and may not be reproduced or appropriated in any manner without the written permission of their respective copyright owners.
