Special Needs Planning Workshop

Loose Ends or … Legacy: Special Needs Planning Workshop

Thursday Dec 7th
6:30pm – 8:30pm
Imagine!, 1665 Coal Creek Drive. Tuneburg Room
Lafayette, CO. 80026

WORKSHOP TOPICS:

  • Self-assessment of current and ideal objectives for your family
  • Government benefits 
  • Medicaid 
  • SSI vs. SSDI 
  • Guardianship
  • What does the process look like?
  • Alternate options
  • Special Needs Trusts  
  • Third Party vs Individual 
  • Pooled 
  • Funding and Purpose of Special Needs Trust
  • Providing for your child for when you are no longer here
  • Protecting Government benefits
  • The Importance of Having a plan in Place
  • Supplement/Preservation of Government benefits
  • Preserve SNT remainder in Legacy
  • Letter of Intent/Last Wishes  
  • Transition through life changes and support to succession planning

These workshops are FREE and apply to all families with special needs loved ones!

ABOUT THE PRESENTER: Crystal Cartwright, is the mother of 5 amazing children, her oldest has autism. She is a part of your very own community and has served on many boards to advocate in the special needs community for the last 14 years. She became a professional following the same passions for families like hers. She believes that no family should be left behind in planning.  

To RSVP contact Crystal Cartwright Phn: 303.956.2817 or crystal@looseendsorlegacy.com
www.looseendsorlegacy.com   


 
Location - click on the location below to see all events at that location: 
Thursday, December 7, 2017 - 6:30pm to 8:30pm