When:
November 10, 2022 all-day
2022-11-10T00:00:00-05:00
2022-11-11T00:00:00-05:00

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

 

 

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