WORKSHOPS
Special Needs Planning: Key Tools and Strategies Every Parent Should Know
This presentation will begin with a brief overview of The Special Needs Planning Timeline and the Five Factors of Special Needs Planning. It will be customized to focus upon the most appropriate tools and strategies for the timeline stage of the audience.
- How each family’s unique circumstances drive their planning decisions and determining your family's financial framework.
- Protecting eligibility for and maximizing government benefits.
- Key financial planning tools, including:
- savings tools (including ABLE)
- medical savings accounts
- insurance products
- Tax and estate planning strategies:
- gifting options and strategies
- special needs trusts.
This presentation is based upon principles found in our new book, The Special Needs Planning Guide, Second Edition.
Planning for TWO Generations
Planning for TWO Generations is our signature presentation and provides an overview of the key elements and actions involved in Special Needs Financial Planning. Included are an introduction to:
- The Special Needs Planning Timeline. The Timeline highlights the key planning pressure points (times when your child's services, supports and/or benefits will change) and helps to keep your priorities and actions focused on the most important decisions at the time.
- The Five Factors of Special Needs Planning -Family and support, emotional, financial , legal and government benefits.
- Determining the financial framework of personal resources and government benefits you will use to build your plan.
- Key tools and strategies including the ABLE account, special needs trusts, retirement accounts and insurance.
- Tips about housing - the negotiables and non-negotiables.
