Brockton, MA, November 10th, 2022, with Arc of Greater Brockton. This presentation will begin with a brief overview of The Special Needs Planning Timeline and the Five Factors of Special Needs Planning.
* It will be customized to focus upon the most appropriate tools and strategies for the timeline stage of the audience.
* How each family’s unique circumstances drive their planning decisions and determining your family’s financial framework.
* Protecting eligibility for and maximizing government benefits.
* Key financial planning tools, including:
- savings tools (including ABLE)
- medical savings accounts
- insurance products
- Tax and estate planning strategies: gifting options and strategies special needs trusts.
RVSPs are required to 508 583 8030 x 227