Webinar, March 8th 2023, witha Burlington, MA special-needs financial specialty planning practice. For Parents, Siblings and Caregivers. The webinar will utilize the Letter of Intent (LOI) as a tool in providing an overview of the planning journey.
Speakers:
* Cynthia Haddad, CFP®, ChSNC®, Founding Partner, Affinia Financial Group, Co- Author, The Special Needs Planning Guide.
* Guest speaker: A Parent will share her planning journey for her daughter, Alexis, now 24 years old.
Learn:
- How to use the LOI and other planning worksheets as a tool to stay focused on key next steps.
- Common planning mistakes to avoid.
- Tips to keep moving forward; working toward your goals and a full life for your child.
To RSVP or for more information, contact www.AffiniaFG.com or pmanko@AffiniaFG.com
