Retirement Planning for Parents of Loved Ones with Special Needs

This educational webinar is presented by Ryan McGuire, CFP®, ChSNC®, CPWA®, Partner and Managing Director at Oak Wealth Advisors, a fiduciary firm that specializes in financial planning for families with special needs.

In this session, Ryan will explain how retirement planning changes when you are also planning for the long-term care and financial stability of a loved one with special needs. The webinar will provide practical guidance on coordinating income planning, benefits, insurance, and long-term financial strategies to help families feel more confident about the future.

In this webinar, you will learn:

• ✓How retirement cash-flow planning changes when you are caring for a loved one with special needs
• ✓What Social Security benefits your family may qualify for, including Spousal, Child-in-Care, and Childhood Disability Benefits
• ✓How life insurance and long-term care insurance can support your long-term financial plan
• ✓Why beneficiary designations are critical when planning for a loved one with special needs
• ✓How to coordinate retirement income, insurance, estate planning, and investments into one comprehensive strategy

Who should attend:

• ✓Parents and caregivers of individuals with special needs
• ✓Families planning for retirement while continuing to support a loved one with disabilities
• ✓Individuals who want to better understand how benefits, insurance, and retirement planning work together
• ✓Anyone looking for guidance on building a long-term financial plan for their family