Spring Valley YMCA Presents: Special Needs Planning Workshop!
Schedule
Wed Nov 13 2024 at 06:30 pm
UTC-04:00Location
Spring Valley YMCA | Royersford, PA
Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.
It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.
We will certainly cover these Common Concerns:
Government Benefits & how to maximize them
SECURE Act and it’s tax-planning ramifications
Estate Planning for Special Needs
Funding Special Needs Trusts
Grandparents - the do’s the don’ts to Multigenerational Legacy Planning
Plus more!
Where is it happening?
Spring Valley YMCA, 19 W. Linfield-Trappe Rd,Royersford,PA,United StatesEvent Location & Nearby Stays: