Financial Planning for those with Special Needs
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Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming. While the process may not be easy, it doesn't have to be that difficult. All you need to do is take the time to understand the basics, get the professional help you need, and proceed in an organized fashion. This presentation presents the basics of special needs planning, and suggest some strategies that may be appropriate. It is intended only as an introduction to a complex and highly specialized area. Gold Card Fee is $9.50. Register by phone or online.