Financial Planning
Latest Past Events
Letters of Intent, Special Needs Trusts & ABLE Accounts
online onlineIt is incorrect to assume that financial planning is strictly for the wealthy. This workshop addresses the importance of financial and estate planning for people with developmental disabilities, including letters of intent, special needs trusts, beneficiaries and trustees, Able Accounts, benefits of using a financial planner, and how to find an experienced and honest financial
10 Basic Financial Steps for Special Needs Caregivers
online onlineThis workshop will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent
Understanding Your Guardianship Options, JFS
online onlineThis training will help you understand guardianship options and alternatives, as well as how to plan for the future. You may think you planned appropriately by signing documents like a Durable Power of Attorney or Designation of a Healthcare Surrogate, but sometimes the documents are insufficient. Find out what option and steps to take are
