Helping People with Mental Illness and Their Families

Future Care and Financial Planning For Individuals with Special Needs: What Every Caregiver Needs to Know 2-4 p.m. on Sunday, February 5, 2023 In this forum, presenter Pat Bergmaier, CFP®, ChSNC®, will provide an overview of financial & estate planning for families that have dependents with special needs. He will address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as SSI/SSDI, Waivers & Social Security. The presentation will also address important estate [...]