Special Needs Comprehensive Workshop

June 28, 2014 @ 7:30 am – 4:30 pm
Camino Real Financial Strategies
6200 Bridge Point Parkway #125
Austin, TX 78730
(512) 329-4235
After much success from our 2013-14 school year Special Needs Forum events, we have been asked to provide a comprehensive one day seminar to educate families about the essentials in planning for an individual with special needs.
This seminar will answer questions like:

  • How do we optimize government benefits for my child?
  • What is a Special Needs Trust, and do we need one? What kind?
  • How can I make sure there will be enough money to provide care?
  • How do I apply for guardianship? Should I?
  • Should I name my disabled child as beneficiary of my retirement account?
Attendees will learn the essentials of life-long planning for a disabled (special needs) individual from experienced professionals from Nickerson Law Group, Camino Real Financial Strategies and other professional partners.
Attendees will also have the option to sign up for brief individual consultation with a Nickerson Law Group professional or a Camino Real Financial Strategies professional to discuss their own individual situation. Each attendee will also receive a take-home planning guide.
Continental Breakfast, Lunch and Drinks will be provided.  Come ready to learn and ask questions!
Saturday June 28, 2014
7:30 a.m. to 4:30 p.m.
Cost:  $225
(Pay online or at the door on the day of the event*)
Camino Real Financial Strategies, 6200 Bridgepoint Parkway, Suite 125, Austin, TX 78730
Each attendee will receive a notebook with presentation materials and action items to complete.
*To ensure you receive the workbook, advanced registration is highly encouraged.