06 March
The ABC's of Special Needs Planning

Description

We're thrilled to announce a special event hosted by Hannah Brown, CMFC, ChSNC of Monarch Wealth Management and Bart Stevens, SrChLAP, AzCLDP, a distinguished Special Needs Planning author, educator, trainer, and consultant.

This collaborative event will be informative and educational for parents and family members, professionals, and caregivers, applicable to all ages and types of developmental disabilities.

Subjects covered include:

  • Special Needs Trusts
  • Wills
  • Guardianship
  • Trustees
  • Budget Planning
  • Social Security
  • Medicaid
  • Medicare
  • Letter of Intent

 As a parent of a child with developmental disabilities, Hannah is passionate about helping families with her expertise in this area. Together, their goal is to empower families to take charge of the planning process and direct their advisors. 

The presentation will guide attendees through the planning process, addressing Lifestyle, Legal, Financial Needs, and Government Benefit issues. Ultimately, participants will leave armed with the knowledge to prepare a comprehensive plan for a smooth transition, security, and quality of life, providing peace of mind for all involved.

Attendees will gain in-depth knowledge of Special Needs Planning, with a Q&A session at the end to address specific issues important to their individual circumstances.

Don't miss this opportunity to discover how Special Needs Planning can be a crucial component of your comprehensive financial approach.

 

This is a virtual event and we'll have 2 opportunities for you to join: 

Tuesday, March 5th, 2024 at 6:00pm AZ.

OR

Wednesday, March 6th, 2024 at 12:00pm AZ.

Bart Stevens and Bart Stevens Special Needs Planning is not endorsed by or affiliated with LPL Financial and Monarch Wealth Management. 

Register

Date and Time

Wed, Mar 06, 2024

12:00p - 1:00p MST

Location

Virtual Event

PT1H

Event Registration