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Creating a Special Needs Legal and Financial Plan

Although the J and The Washington Group Special Care Planning Team are unable to host in-person workshops at this time we are excited to present this no cost webinar open to all in the community...

Creating a Special Needs Legal & Financial Plan
No Cost Zoom Webinar
Wednesday, June 17, 2pm-3:15pm

This webinar will explore benefit programs available to families with special needs members. A quality of life is very much integrated with the financial instruments and assets that we have. An understanding of the best way to structure your special needs family financially will help to meet considerations and concerns for the future. This webinar will focus on the employer benefit structure with the integration of government entitlement benefits as well as planning that has already taken place. We will also include an in-depth discussion of social security disability benefits (SSDI) with a broader discussion of all public entitlement and public assistance benefits. There will also be an overview of important legal and special needs legal instruments to consider (Wills, POAs, Special Needs Trusts, Guardianship and Alternatives, etc.).

Understanding the various public assistance and entitlement benefits as well as legal considerations will help to ensure the best quality of life and resources for your loved one with special needs.

Jerry L. Hulick, CLU, ChFC, ChSNC, CLTC
Pearl T. Hartley, Special Care Planner
Senior Planners with The Washington Group Special Care Planning Team

This workshop is open to parents, caregivers, and anyone interested in learning about special needs planning for individuals with special needs and their families.

For details and to RSVP contact Carey at: calford@financialguide.com


Click on the links below to access resource information sites for individuals and their families with special needs:

Note: Information provided in the following links does not necessarily reflect the position of the J nor does the inclusion of information regarding various organizations constitute an endorsement of views, persons, methodology, or products.

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