About Our Workshops

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 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
  • 529a ABLE/STABLE Accounts
  • Funding and purpose of Special Needs Trust 
  • The importance of having a plan in place 
  • Letter of Intent/Last Wishes    

          

Providers Interested in Hosting a Workshop?

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

Loose Ends or Legacy

(303) 956-2817