Free activities and events in New York City

Special Needs Planning Webinar

Published: October 28, 2024; Aithor: Julia Sonrisa

Every parent and caregiver of a loved one with special needs shares the same goal—ensuring a secure and fulfilling future. With over 30 years of experience Donald T. Brown, ChFC, ChSNC, CASL, also known as the “Special Needs Funding Coach” has been helping families navigate the complexities of special needs planning and gain peace of mind for the difficult question “What will happen when I’m gone?”.

Topics include:

• Protecting government benefit eligibility
• Setting up special needs trusts and ABLE accounts
• Writing a letter of intent that reflects your hopes and dreams for your loved one

This webinar offers not just information but also practical tools to help ensure your loved one is cared for throughout their life. Attendees will also receive a resource kit and a complimentary consultation to help guide their next steps.

Reserve your spot today and make sure to mention Lakeshore Financial Group when registering

Time: 7;30-8:30 pm EST

Free!

Registration

Detailed information and discussion of the event.