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Empowerment Session: Essential Elements of a Successful Special Needs Financial Plan
December 6, 2024 @ 12:00 pm - 1:00 pm
We’re here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations.
Event Highlight: “Essential Elements of a Successful Special Needs Financial Plan”
Date & Time: December 6, 2024 12PM – 1PM
Duration: 30 – 60 minutesIn this virtual presentation, Ryan McGuire, Senior Consultant from Oak Wealth Advisors will answer some introductory questions for example:
– What are the best financial tools to use for individuals that are
either on public benefits or may be on in the future?
– What is an ABLE account and where can I open one? How does it
work?
– Who can assist me with creating a Special Needs Trust and what
kind of SNT do I need?
– Do I need life insurance to benefit the Special Needs Trust after
I’m gone?
– How do I put all of this in place and how might it all work
together?
either on public benefits or may be on in the future?
– What is an ABLE account and where can I open one? How does it
work?
– Who can assist me with creating a Special Needs Trust and what
kind of SNT do I need?
– Do I need life insurance to benefit the Special Needs Trust after
I’m gone?
– How do I put all of this in place and how might it all work
together?
If there’s something specific you’d like to learn more about, a topic that keeps you up at night, or just a burning question, let us know! We’ll do our best to address your concerns in future sessions.
Don’t miss this opportunity to gain valuable insights and peace of mind. See you there!