Event location
ONLINE
ONLINE ZOOM PROGRAM HOSTED BY WVPL for families with special needs
If you care for a person with a disability or other special needs, how you prepare for their financial well-being will make a tremendous difference in your lifestyle now and when you are no longer caring for your loved one.
Join us as we discuss some of the many options that may be available to you as you create your wholistic strategy and help answer the following questions:
- How can I plan for a child or family member with special needs?
- How can we leave money to a child or adult sibling with special needs?
- What is the difference between Power of Attorney and Guardianship? What are the different types of Special Needs Trusts?
- Do we need a Special Needs trust if we have and ABLE account?
- How do we access, coordinate, and maintain social security and other government benefits?
Presenters:
Bruce Sham, CLF and Founder Special Journey Solutions
610-766-3073
Susan Walter, ChSNC
610-549-4323
Who should attend