Creating Financial Security for a Loved One with Special Needs
June 5, 2021
Ivailo Grigorov, Financial Advisor and special needs parent to a child with PWS, is providing a free webinar for other special needs parents. Join us for “Creating Financial Security for a Loved One with Special Needs” on June 5 at 10:00 AM PST.
Click on the registration link below to sign up. A confirmation email will be sent with login information. Please share with others you know that may find this information relevant and valuable.
This brief, online workshop helps parents, guardians and family members better understand the planning our children may need during all stages of life. Topics discussed include: • Legal Planning Considerations: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship/Conservatorship • Financial Planning Considerations: Creating a tax efficient funding plan for a special needs trust & ABLE accounts • Benefit Planning Considerations: Finding and accessing federal benefits like SSI & SSDI, Medicaid & Waivers.