Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.
By attending this course, you will learn
• How to balance your present and future needs with your loved one’s present and future needs
• Steps to create and implement personal care, financial, and legal plans for your loved one
• Sources of government benefits
• And the role of special needs trusts, including their interaction with Supplemental Social Security Income (SSI) and Medicaid
This course is intended for
• Individuals and couples aged 50 and up who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• And anyone who wonders if their current plan has room for improvement
