Presented by Malanie Iverson-Kaufman of Shaftel Delman law firm.
In this interactive workshop, we will address the four challenges every family faces when planning for the financial success of their entire family, including their loved one with special needs. This workshop will also include a discussion of Special Needs Trusts and ABLE accounts, two key components of Special Needs Financial Planning. Presentation by Phillip Learn More
In this interactive workshop, we will share with you three changes to Special Needs Planning that you need to know about as you plan for the future, educate you on the five essential areas of Special Needs Planning (Vision, Life, Resource, Financial, Legal), and show you how you can create a Special Needs Plan that Learn More
Come learn about how changes to the Senior and Disability Services (SDS) may affect you, a family member or individuals you support. Lisa Morely from SDS will be available to answer questions and you’ll have an opportunity to talk with STAR navigators about steps you can take to prepare for upcoming changes. Join in-person or Learn More