Events for February 2023

Future Care and Financial Planning For Individuals with Special Needs: What Every Caregiver Needs to Know

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 planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Finally, it will make attendees aware of how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding [...]

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