Special Needs Trust Workshop
This workshop was developed to assist families caring for loved ones with special needs to financially prepare for their future. The program provides essential information, tools and resources to assist families in the selection of insurance and investment products specific to their needs including:
The importance of state and federal programs that provide support and/or assistance to people who have disabilities
Special Needs planning and Government regulations
Common planning mistakes
Letter of Intent and its role
Role of Life Insurance, Long-term care, How much to own, What kind to own
Please RSVP to Mary Atchey by September 17, 2010 at 908-725-8544 ext 624 or marya@thearcofsomerset.org
