Revolutionizing Special Needs Planning with a Comprehensive Approach

In addition to addressing traditional financial concerns such as education planning, retirement, insurance, and aging, special needs families navigate a unique array of challenges. From maximizing government programs to guardianship, lifetime supplemental needs planning, and fostering independent living, the list is extensive.

Join our FFR team of financial professionals for an enlightening seminar tailored to the specific needs of families with special needs children and adults, providing expert guidance and practical solutions. We’ll deep dive into six critical steps that families need to address during their special needs financial planning. Learn more about the following:

• the potential advantages of a special needs trust
• how can an inheritance potentially lead to a negative effect the special needs recipient
• the ins and outs of helping the loved one with a disability maintain government benefits
• efficient ways to fund a special needs trust, while maintaining government benefits
• why a beneficiary audit is critical when completing the special needs financial planning process
• what is a letter of intent and why you want to complete one

Let us demonstrate our expertise in the realm of special needs planning, guiding you through our proven processes and cutting-edge technologies for comprehensive future care planning.

Hosted by Brian Smith, Jerel Ruttenberg, & Jeffrey Slavich of Firstrust Financial Resources

Register for the seminar below –

Date: Wednesday, May 22, 2024
Time: 6:30 – 7:30 ET

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