Special Needs Financial Planning

We understand that special needs planning is complex. That’s why we’re hosting a workshop to help simplify it for you. Join us for an informative, engaging session that will educate you on how families can protect their government benefit eligibility through special needs estate planning, ABLE accounts, special needs trusts and life insurance options. John will cover the important critical legal and financial issues that pertain to your child’s future, including quality of life and lifetime care. John, who has a child with a disability himself, specializes in working with families who have children or other dependents with special needs. We know you face many unique challenges, and we’re here to help.