Financial Planning for a Loved One with Special Needs

June 24, 2021 @ 12:00 pm – 1:00 pm
RingCentral powered by ZOOM
3700 N. Capital of Texas Hwy
Crystal Herrington

This brief, online workshop helps parents, guardians and family members to better understand the planning our children may need during all stages of life. Topics discussed include:
• Legal, Financial & Benefits Planning Considerations
• Pros & Cons of ABLE accounts
• Pros & Cons of Special Needs Trusts

Planning for a child who may become a long-term dependent for your family goes beyond traditional financial planning. Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment. We’d love to be of value if you’re ready to learn.
Be sure to mark your calendar for this event so you don’t forget! My husband is always telling me, “If I don’t write it down, it might as well not exist.”

Remember, when you attend the live, online event, you will get access to handouts, tools and downloads that will help you make the most of your child’s planning:
– Overview of Special Needs Planning & Why It’s Important
– Letter of Intent (editable PDF for your customization)
– Beyond One Day at a Time brochure

We will not be recording this webinar. So, if something changes, and you’d still like to learn this information, be sure to email us and we will let you know when our next workshop will occur.

~ Crystal
Please send your questions, comments and feedback to:

Crystal Herrington is inviting you to a scheduled RingCentral meeting.
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+1(623)4049000 (US West)
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+1(470)8692200 (US East)
Meeting ID: 146 837 9721
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