Webinar: Important Retirement Planning Considerations for Special Needs Families

Parents of a person experiencing disability will balance planning for their own retirement, and establishing support for the future needs of their child. A successful retirement plan will incorporate financial, estate, and tax planning strategies that align with a special needs plan.

This webinar will help illuminate the path to an ideal income in retirement while still planning for the lifelong needs of a person with a disability.

Agenda:

Tips for maximizing Social Security for parents and child.

• The SECURE Act and how it changed retirement planning and trust funding.
• Health care planning– Medicaid, Medicare and Private Insurance.
• Long Term Care– How do I plan for my own care if I need assistance?
• Strategies when planning for the 3rd retirement– funding a SNT!
• Tax planning considerations for retirement.
• Tips on building a vision for housing.
• Building a support team– Setting up a plan for when you’re no longer here.
• Funding a SNT– How much will my child need?
• Retirement account investment allocation strategies.
• And more!