Navigating the Financial World of the Special Needs Family

LearningRx Bethesda is happy to present an informative workshop from M & L Special Needs Planning.

This workshop is an overview of the journey of the special needs family. We examine the unique process of providing and planning for the Special Needs Family. It is considered a detailed overview of what it means to be a special needs family and how completing a comprehensive special need financial life plan will enable the family to be proactive in planning for the entire family's financial future. 

We discuss the special needs financial planning timeline and the difference between traditional vs. special needs planning. We address the basics of what needs to be considered now and when the parents are gone - legal & estate issues, guardianship, Special Needs Trust, funding the Special Needs Trust and the Letter of Intent. There is a concentrated concern on Lifetime Planning for the individual with special needs. 

The intention of this workshop is to help families understand and effectively deal with their unique challenges and achieve their financial goals to provide for the current and future costs for the individual with special needs. 

Please note this is workshop is at a new Venue at LearningRx in Bethesda Maryland.