MCITP Family Support Network

A community of families dedicated to early intervention in Montgomery County, MD

Navigating the Financial World of the Special Needs Family

Event Details

Navigating the Financial World of the Special Needs Family

Time: January 17, 2012 from 7pm to 8:30pm
Location: Learning Rx of Bethesda
Street: 5017B Wilson Lane
City/Town: Bethesda
Website or Map: http://events.r20.constantcon…
Phone: maedi@specialneedsplanning.net or 202-248-7113
Event Type: families, $, support, workshop
Organized By: Learning Rx of Bethesda
Latest Activity: Jan 16, 2012

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Event Description

Presented by Maedi Carney,
CFP of M&L Special Needs Planning, LLC

Tuesday January 17 from 7 – 8:30
Learning Rx of Bethesda
5017B Wilson Lane Bethesda MD

Navigating the Financial World of the Special Needs Family
This workshop is an overview of the journey of the special needs family. Weexamine the unique process of providing and planning for the Special Needs Family. It is considered a detailed overview of what it means to be a special needs family and how completing a comprehensive special need financial life plan will enable the family to be proactive in planning for the entire family’s financial future.
We discuss the special needs financial planning timeline and the difference between traditional vs. special needs planning. We address the basics of what needs to be considered now and when the parents are gone – legal & estate issues, guardianship, Special Needs Trust, funding the Special Needs Trust and the Letter of Intent. There is a concentrated concern on Lifetime Planning for the individual with special needs.
The intention of this workshop is to help families understand and effectively deal with their unique challenges and achieve their financial goals to provide for the current and future costs for the individual with special needs.

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