One of the most important questions parents who have a child with special needs ask themselves is …What’s going to happen to my child when I’m no longer here? To a large degree, the answer to the question will depend on the steps you begin taking today to arrange for your child’s future well-being. Please join Jason Roesler, Nic’s dad and Chief Operating Officer at C1 Wealth Management on Thursday, April 18th for a free informational workshop on Planning for Children with Special Needs.
Some of the topics to be discussed are:
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The importance of wills/estate planning
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529A – ABLE Accounts
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Financial limits and rules to be aware of
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Special Needs Trusts
Information gives you peace of mind and creating a plan gives you a goal. Jason will assist with both of these areas. He will review options, information, and ideas on how to move forward in planning for a future where you may not be around and your child is well cared for. Exhale. Join us for an informative evening where you and other parents will learn about the proactive steps to take in your financial planning. See you there.
Participate in this talk at the DsCNW office or from the comfort of your home.
We will provide a zoom link the day of the talk.