May 6, 2026
Time: 6:00 PM

Location:
Zoom (virtual)

Cost:
Free

Families with children and other dependents with special needs, no matter their age or disability, face important questions about how to prepare for their loved one’s future well-being.

Join us for an informative session on how special needs financial and estate planning differs from traditional planning. This presentation will help attendees understand how to integrate all necessary components into one cohesive plan—ensuring their vision for their child’s future can become a reality.

Topics include:

• Basic Estate Planning Documents
• Special Needs Trusts (SNTs)
• Guardianship vs. Powers of Attorney
• ABLE Accounts
• “3 Person Retirement”
• Tax Planning Considerations
• Funding Strategies for a Special Needs Trust