Special Needs Planning

Created: Business to Individual

Do you have a loved one with special needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.
In this seminar on Special Needs Planning, you will learn:
  • How to balance your present and future needs with your loved one’s present and future needs
  • Steps to create and implement personal care, financial, and legal plans for your loved ones
  • Sources of government benefits
  • The role of special needs trusts, including their interaction with Supplemental Social Security Income (SSI) and Medicaid
Schedule Program
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.