Special Needs Financial Planning: Planning for a Loved One with Special Needs
Topics include:
- Why plan?
- Creating a vision of our loved ones’ future. What are we trying to accomplish?
- The importance of a Letter of Intent.
- Public Benefits including how to qualify and importantly, how to maintain qualification.
- SSI (Social Security - Supplemental Security Income)
- SSDI (Social Security - Disability Income and Disabled Adult Child Benefits)
- Medicaid and Medicaid Waivers
- Medicare
- ABLE accounts
- Special Needs Trusts:
- Types
- When applicable
- Roles involved
- Guardianship/Conservatorship
- The tax impact of each area will be addressed
Kevne Sharpe
Kevne Sharpe CFP®, ChSNC®, AEP®
Senior Wealth Advisor
Zoom Link
Tickets
$0.00 Member ticket
$40.00 Non-member ticket
