Smart Planning for Disability Benefits and Financial Security - Online

Planning for disability benefits requires careful coordination to ensure that financial resources are protected while maintaining eligibility for important government programs. In this presentation, we will discuss common planning strategies that help individuals and families preserve assets, avoid unintended disqualification from benefits, and provide long-term financial security. Topics will include supplemental needs trusts and practical steps families can take today to protect the future of a loved one receiving disability benefits.

This class will be held online. You will receive an email 2 days prior to the class date with the link to join the class.