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Event Series Event Series: Special Needs Planning Workshops

Special Needs Planning Workshops

February 25 @ 12:00 pm - 1:30 pm

Virtual Event Virtual Event
Free
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Wallace Financial is on a mission to create more secure futures for individuals with disabilities & their families. We are doing so through our free educational workshops on various special needs planning topics.

There are no costs or obligations associated with these workshops for families.

special needs planning

This year, we are excited to continue our mission of creating more secure futures for individuals with disabilities and their families!

We are doing so through free educational workshops and resources for families in the special needs community so that “Special Needs Planning” is no longer complex and overwhelming for our families to face.

1) Beginner 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.

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

REGISTER – Tuesday, February 25, 2025 @ 12PM EASTERN TIME (11am CT, 10am MT, 9am PT)

REGISTER – Thursday, April 3, 2025 @ 12PM EASTERN TIME (11am CT, 10am MT, 9am PT)

2) NEW: Special Needs Planning Podcast Episode:

Sometimes, families will tell us that it is very difficult to attend a workshop during the week. We are very excited to share an additional opportunity that families can have access to this information!

We recently collaborated as a guest speaker in a local podcast that was formatted in a way to outline the same information that is covered during our beginners workshop.

Listen to our Podcast Episode on Special Needs Planning HERE!

3) Letter of Intent Workshop: 

hands-on activity where we will create a draft of a letter of intent for the child’s future in live time.

Families can expect to leave this workshop with information on the letter of intent, how it works, and also their first rough draft of the document.

REGISTER – January 28th, 2025 @ 12pm – EASTERN TIME (9AM PACIFIC)

REGISTER – April 22nd, 2025 @ 12PM EASTERN TIME (9AM PACIFIC)

Details

Date:
February 25
Time:
12:00 pm - 1:30 pm
Series:
Cost:
Free
Event Categories:
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Website:
www.nickwallace.nm.com

Venue

Online

Organizer

Wallace Financial