1902 Fairfax Ave Cherry Hill NJ 08003

Register for Special Needs Financial Planning Workshop

 

Special Needs Planning for Your Loved One with a Disability Government Benefits, Estate Planning and Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial and estate planning is different than traditional financial and estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

Topics Include

Basic Estate Planning Documents

Special Needs Trust

Guardianship vs Power of Attorney

Able Accounts

“3 Person Retirement”

Tax Planning Considerations

Funding Strategies for a SNT

July 25th 2019  7-9 pm

Fun and Function Showroom 737 Montgomery Ave Narberth, PA 19066 Presented by: Pat Bergmaier, CFP, ChSNC

RSVP pbergermaier@1847financial.com

 

 

 

 

 

 

 

 

 

 

Financial Planning Event

Topics Include Basic Estate Planning Documents Special Needs Trust Guardianship vs Power of Attorney Able Accounts "3 Person Retirement" Tax Planning Considerations Funding Strategies for a SNT July 25th 2019  7-9 pm Fun and Function Showroom 737 Montgomery Ave Narberth, PA 19066 Presented by: Pat Bergmaier, CFP, ChSNC RSVP pbergermaier@1847financial.com
  • The more in depth the better. This information is confidential

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