Special Needs Planning Workshop

Special Needs Planning Workshop:
Our foundational Workshop, where I will share my family’s personal experience, along with the basics of Special Needs Trusts, ABLE Accounts, and Financial Planning.

We often hear feedback from this workshop that it is communicated in a simple way that can be easily understood and acted upon – this is our goal!

Families can expect to leave this workshop with a clear next step in their Special Needs Planning journey.