Join us as we welcome representatives from 1847 Financial, who will be sharing information about what parents need to know about the impact of their own retirement on their loved one’s financial plan.

Here is some information about the presentation from Brett Garrison of 1847:

“Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. 

 It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

Topics include: Basic Estate Planning Documents, Special Needs Trusts (SNTs), Guardianship vs Powers of Attorney, ABLE Accounts, “3 Person Retirement”, Tax Planning Considerations, Funding Strategies for a SNT, among others!”