Name
Nuts and Bolts of Structuring a Financial Plan for a Special Needs Beneficiary
Date & Time
Thursday, April 18, 2024, 8:30 AM - 10:00 AM
Description

This session is designed for financial advisors and legal professionals seeking to establish comprehensive and effective financial plans for individuals with special needs. This session delves into the essential components of structuring a robust financial plan, including financial management, estate planning, government benefits optimization, and asset protection strategies. Participants will gain practical insights into creating a customized plan tailored to the specific needs and aspirations of the beneficiary while ensuring long-term financial stability and preserving eligibility for essential public benefits. This session equips attendees with the fundamental knowledge and tools needed to navigate the complexities of financial planning for individuals with special needs, ultimately promoting their financial security and enhancing their quality of life.