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.
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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.
Planning for a child with special needs goes beyond traditional financial planning.
Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment.