10/07/2026
📣 If you were considering this event but did not register—there is still time to secure your spot!
Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.
It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning.
Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision you have for your dependent’s life can become a reality, whether you are here or not.
We will cover these Common Concerns: Government Benefits & how to maximize them SECURE Act and its tax-planning ramifications Estate Planning for Special Needs Funding Special Needs Trusts Grandparents - the do’s the don’ts to Multigenerational Legacy Planning, Answer questions asked during registration and more!
Registration Zoom Link: https://bit.ly/4yGMxB7