As parents the priority is the care and support of our children. In this seminar we remind parents to “Put Your Air Mask on First.” We review the necessary steps to the parents financial plans and the unique ways they must plan differently. Extra focus is on the needed estate, retirement and long term care needs to ensure parents are in the best place themselves, this ensuring they are better able to care for their children.
Learning Objectives
a) Identify the Financial and Estate Planning Steps Families Need to Consider
b) Understand the need for and different types of Special Needs Trusts
d) Identify Funding Strategies for Trusts and Able Accounts
