TTT Fall 2024 Special Needs Financial Planning October 29, 2024

What will happen to your child when you are no longer around to take care of them? What are ABLE accounts? This workshop is designed to help families plan for the financial future of their child(ren), or other dependents, with special needs. Learn about eligibility for government benefits while helping to meet the needs for lifetime of care and quality of life issues. This presentation will cover estate planning, ABLE accounts, guardianship, wills and trusts, and Letter of Intent. We welcome in Paul Brokenshire from Special Needs Planning, LLC.

Feedback form: https://uwmadison.co1.qualtrics.com/j...

Youth Health Transition Initiative: https://healthtransitionwi.org/transi...

Children’s Resource Center – South: https://crcsouth.waisman.wisc.edu/

Autism Society Affiliates of Wisconsin (Greater Wisconsin, South Central Wisconsin, Southeastern Wisconsin)

Special Needs Planning, Inc: https://www.snp-llc.com/

Supplemental Security Income: https://www.ssa.gov/ssi/

Supportive Decision Making Toolkit: https://wi-bpdd.org/index.php/support...

What is a special needs trust?: https://www.specialneedsalliance.org/...

ABLE National Resource Center: https://www.ablenrc.org/

Paul Brokenshire, ChSNC President/CEO and Financial Planner [email protected] 414-615-4880 www.snp-llc.com