23
March
Special Needs Financial Planning Workshop
Description
How do you plan for your own needs as you age, as well as for your child when you are no longer able to care for them?
Deb Purcell, CFP, a Chartered Special Needs Consultant, breaks this process down into manageable pieces so that you can create a plan at your own pace and update if needed.
- Charting your planning timeline
- Assessing your situation
- Building your team
- Understanding funding options
Deb Purcell, CFP, a Chartered Special Needs Consultant, breaks this process down into manageable pieces so that you can create a plan at your own pace and update if needed.
Date and Time
Tue, Mar 23, 2021
6:30p - 7:30p EST