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: September 12, 2012 from 7pm to 9pm
Location: Parent to Parent
Street: 8905 Fairview Road, Suite 300
City/Town: Silver Spring
Website or Map:
Phone: 240-472-7363
Event Type: workshop, free!, families
Organized By: SEEC's Parent to Parent Program
Latest Activity: Aug 19, 2012

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Event Description

Parent to Parent is hosting a financial planning workshop at its offices in Silver Spring on Wednesday, September 12, 2012, from 7:00 – 9:00 pm. The workshop is being conducted by Maedi Tanham Carney, founder of M & L Financial Planning, a financial services firm that works specifically with special needs families.

Please join P2P and other parents to learn more about the fundamentals of financial planning for the special needs family.

Navigating the Financial World of the Special Needs Family

This workshop examines 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, the journey, 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. There will be a discussion on the basics of what needs to be considered now and when the parents are gone, or if one of the spouses is left solo to care for the special needs family. We go over the legal & estate issues, guardianship, the special needs trust, funding the special needs trust and the importance of the a href=">">>; Letter of Intent. The intention of this workshop is to bring simplicity and understanding to a very complex and overwhelming topic.

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