Special Needs Planning & Consultation

Where does your family need to start?

About Us

SPECIAL NEEDS PLANNING WORKSHOPS & APPOINTMENTS

Workshops are FREE and apply to all families with special needs loved ones


By attending a workshop you will leave with a priority list on where to begin, how to plan a legacy, preserve government benefits, and secure loving care plans through your last wishes.


Post workshop private consultation is FREE by appointment

Provided to guide your planning needs and offer cost effective referrals and resources to ensure proper planning is in place.







WORKSHOP TOPICS

  • Self-assessment of current and ideal objectives for your family 
  • Government benefits   
  • Guardianship vs POA
  • Special Needs Trusts
  • 529 ABLE Accounts
  • Funding and Purpose of Special Needs Trust 
  • The Importance of Having a plan in Place 
  • Letter of Intent/Last Wishes    

          

ABOUT THE PRESENTER

Crystal Cartwright is the mother of 5 children, her oldest has autism. She is part of your community and has served on many boards to advocate in the special needs community for the last 15 years. She became a professional following her passion and believes that every family should have an opportunity to make sound decisions on behalf of their future and the special needs planning considerations for their loved ones.













Upcoming Workshops

Thursday September 20, 2018

6:30 pm - 8:30 pm

3025 S. Parker Rd.

Suite 930

Aurora, CO. 80014

Hosted by Team Select Home Care

www.tshc.com

Wednesday September 26, 2018

11:00 am - 1:00 pm

7675 State Route 45

Lisbon, OH. 44432

Hosted by CCBDD

www.ccbdd.net

Wednesday September 26, 2018

6:00 pm - 8:00 pm

1111 SOM Center Rd.

Mayfield Heights, OH. 44124

Hosted by CEVEC Vocational Schools

www.mayfieldschools.org






Please RSVP for seating and materials

Call/Text: 303.956.2817

Email: crystal@looseendsorlegacy.com


Upcoming Resource Fairs



Saturday Oct 6, 2018

Provider & Resource Fair

10:00 am - 2:00 pm

Holiday Inn - Cleveland South

6001 Rockside Rd.

Independence, OH. 44131

Hosted by Cuyahoga BDD

www.CuyahogaBDD.org




Providers Interested in Hosting a Workshop?

Caregiver With a Question?... Drop us a line!

Loose Ends or Legacy

(303) 956-2817