Coordinating Your Special Needs Financial & Estate Plan

When:

September 29, 2022 all-day

2022-09-29T00:00:00-04:00

2022-09-30T00:00:00-04:00

Webinar, September 29th, 2022, with a MA based law firm. Topics include maximizing government benefits, preserving government benefits via estate planning techniques, financial planning (creating a long- term budget for child, how to efficiently fund a special needs trust), ABLE Act, and other transition issues .
Presentation will also include a discussion of the following handouts:
• Public Benefits: A Holistic Guide for Families Who Have A Loved One with Special Needs
• Special Needs Planning: Creating a Budget
To register or for more information visit https://us02web.zoom.us/webinar/register/WN_Zx2eKsO4SZuvB0UEKg7xYw or contact info@hartyfinancial.com or 978- 304- 4524

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