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Financial Planning for Special Needs Families (A Free Seminar)
Free childcare will be available!
Financial planning for a family member with special needs often requires additional care and consideration. Considerations should be given to everything from medical expenses, to specialized child care, to applying for government aid. The seminar will address such issues as:
• What government benefits can my child receive?
• Should I establish a Special Needs Trust?
• Will an ABLE plan help me save money for my special needs child?
• Do I need to appoint a guardian to care for my child?
• What is the best type of life insurance to benefit my child?
Leading the workshop will be two experts in the field:
Cory Allen, CFP, ChSNC, Senior Wealth Advisor, Mariner Wealth Advisors
Cory specializes in providing individuals and families with comprehensive wealth management including integrated financial planning and investment strategies for growing and protecting wealth. He is a CERTIFIED FINANCIAL PLANNER™ professional, has achieved the Chartered Special Needs Consultant® designation.
David Katz, CFP, VP – Financial Consultant, Charles Schwab & Co., Inc.
David is a CERTIFIED FINANCIAL PLANNER™ professional with expertise in developing personalized wealth management plans and providing investment guidance.
Space is limited and an RSVP is required. To register, contact
Date: Apr 29, 2020
Time: 6:00 PM - 7:30 PM
Place: 6 Normandy Heights Road, Morristown, NJ