Lifelong Security: A Financial Roadmap for Special Needs Families

Name: Lifelong Security: A Financial Roadmap for Special Needs Families
Start: 2025-04-29T18:00:00-04:00
End: 2025-04-29T19:30:00-04:00
Location: Thoroughbred Advisors

Schedule

Tue Apr 29 2025 at 06:00 pm to 07:30 pm

UTC-04:00

Location

Thoroughbred Advisors | Latham, NY

This seminar will empower parents with the knowledge and tools needed to secure their own and their child’s financial future.
About this Event

This workshop will empower parents with the knowledge and tools needed to secure their own and their child’s financial future while protecting access to vital support programs.

Topics

Understanding the Financial Needs of Special Needs Families
Creating a Special Needs Financial Plan
Special Needs Trusts & Estate Planning Strategies
Tax Planning Strategies & Savings Strategies
Legal Considerations & Guardianship

Hosted by Rachel McDermott

"As a parent of a special needs child and an independent financial planner, my goal is to assist families navigating the path towards financial stability and create future security and prosperity for them and their children with special needs."

Rachel McDermott is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Road, Latham, NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC7753399(0325)