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[SNH] Letter of Intent Clinic

Available Dates:

Saturday, February 8th, 2020

1:00pm - 3:00pm

Friday, February 21st, 2020

5:30pm - 7:00pm

Saturday, February 22nd, 2020

1:00pm - 3:00pm

Saturday, March 28th, 2020

10:00am - 11:30am

Location: Occidental Underwriters Lounge at 1163 S. Beretania St.


How can you ensure that your child will remain well cared for and secure once others assume the role of guardian or caregiver? While creating a financial plan and establishing a specialized trust are central to preparing for your child’s future, special needs planners also advise families to write down their intentions and expectations in a document referred to as a “Letter of Intent.”

This clinic will help parents write a comprehensive Letter of Intent. A Letter of Intent is something parents of children with special needs create to provide more personal instructions for the Trustee of their child/adults’ special needs trust.

Sign up for the event here! Please make sure to specify the date(s) you would like to attend.


Check the background of this advisor on FINRA’s BrokerCheck.