Financial Planning for Special Needs Children: Feb. 23rd Seminar

Tuesday, January 19th, 2010

If you are a family caring for a dependent with special needs and have questions about their financial future, come listen to an interactive workshop on February 23rd, 7-8pm at The Whole Learning School.  Presenters Maura Steblay, Licensed Parent Educator, MAEd and Melissa Morris, SpecialCare planner will speak on:

• Why guardianship may be important.
• Tips for applying for federal disability benefits.
• What is a Letter of Intent and Why is it important to my family.
• What is significant about my child’s 18th birthday?
• What happens when someone wants to give a gift to my child?
• Why beneficiary updates are important.
• Why a special needs plan is important to my family.
• What gifts can legally be given to a child on government benefits.
• How to monitor a child’s assets.
• Why consulting an attorney is important for my special needs child.

Please RSVP to j.hoff@twls.org or Julie at 763-231-2700.

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2 Responses to “Financial Planning for Special Needs Children: Feb. 23rd Seminar”

1. susie fry says:

   January 27, 2010 at 11:29 am

   Thank you for offering this seminar.
   My husband, Steve will plan on attending
   Susie
2. admin says:

   January 27, 2010 at 2:31 pm

   Great to hear! If you know anyone else who might find it useful as well, they are also absolutely welcome to come.