12 events found.

Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

Discussion January 31, 2023: The topic will focus on Down Syndrome

Special Needs Planning Symposium February 2023

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Decision Making Options for Your Loved One with A Disability | March 15, 2023

Presentation: Expert Led Training Session on the topics of Special Needs Trusts (SNT) and ABLE accounts

Optimizing the Use of Special Needs Trusts and ABLE Accounts | Together For Choice

Optimizing the Use of ABLE Accounts and Special Needs Trusts | GiGi’s Playhouse

Presentation: Curated Planning for Individuals with Incapacity or Other Disabilities

Planning For Adulthood and Continuity of Care

Government Benefits: SSI, Medicaid, SNAP

Presentation: Special Needs Financial Planning Tips | October 3, 2023