Letters of Intent, Special Needs Trusts and Able Accounts

It is incorrect to assume that financial planning is strictly for the wealthy. This workshop addresses the importance of financial and estate planning for people with developmental disabilities, including letters of intent, special needs trusts, beneficiaries and trustees, Able Accounts, benefits of using a financial planner, and how to find an experienced and honest financial professional to address your specific needs.

Educator: Melissa L. Barnhardt, Esq., Wells Fargo

Date

May 12 2020
Expired!

Time

10:30 am - 11:30 am

Organizer

Samantha Sehter