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Special Needs Planning

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Special Needs Financial Planning

Event Description:

Balance your present and future needs with your loved one’s present and future needs. Join our complimentary Special Needs Planning Workshop to listen to guest speaker, Amy Cross from Gevurtz Menashe and learn more about:

  • Creating and implementing a personal care plan
  • Creating a transition plan
  • Creating and executing a legal plan
  • Creating and implementing a financial plan

Click here to register now and feel free to invite family and friends!

Event Details

Date:
October 6

Time:
7:00 pm - 8:00 pm

Event Category:
Website:
https://bit.ly/SpecialNeedsPlanning2020

Venue

Virtual Workshop:
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