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[SNH] Planning for the Future of your Special Needs Dependent

Available Dates:

Saturday, January 11th, 2020

10:00am - 11:30am

Friday, January 24th, 2020

5:30pm - 7:00pm

Saturday, January 25th, 2020

1:00pm - 3:00pm

Saturday, March 14th, 2020

1:00pm - 3:00pm

Friday, March 27th, 2020

5:30pm - 7:00pm

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


This 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 your dependent, is “what will happen to my dependent after I’m gone”. There are some needs that will always be present, and they must be carefully considered and planned for appropriately. This workshop addresses critical issues such as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help ensure the type of care and quality of life for a loved one’s well-being today and tomorrow.

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.