💚 – CREATING FINANCIAL SECURITY FOR A LOVED ONE WITH SPECIAL NEEDS

Planning for a child who may become a long-term dependent for your family
goes beyond traditional financial planning. This brief, online workshop helps
parents, guardians, and family members to better understand the planning
our children may need during all stages of life.
Topics to be discussed include:
• Legal, Financial & Government Benefits Planning Considerations
• Pros & Cons of ABLE accounts
• Pros & Cons of Special Needs Trusts
When you attend the live, online event, you will get access to handouts, tools,
and downloads that will help you make the most of your child’s planning:
• Overview of Special Needs Planning & Why It’s Important
• Letter of Intent (editable PDF for your customization)
• Beyond One Day at a Time brochure
We will not be recording this webinar. So, if you are unable to attend and
you’d still like to learn this information, be sure

Special Needs Workshop Flyer

RSVP to Crystal at crystal.c.herrington@nm.com