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


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