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Parent Resources

Financial Strategies and Estate Planning

10/15/2021

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A Training through Zoom
Topic:  Financial Strategies & Estate Planning

Topic:  Financial Strategies & Estate Planning

Description: There are three Phases of Family Life, based on age, for a child with special needs: Pre-Guardianship, Post-Guardianship, and Independent Living. Each phase has its own unique financial challenges. However, with proper planning, parents/guardians can hopefully find peace, knowing that their child’s financial well-being is protected throughout their life span as well as in the event of an unforeseen life change. We will discuss the resources available to you and have an open conversation where you can ask questions and/or share life experiences.

 
Topic:  Financial Strategies & Estate Planning
Description: There are three Phases of Family Life, based on age, for a child with special needs: Pre-Guardianship, Post-Guardianship, and Independent Living. Each phase has its own unique financial challenges. However, with proper planning, parents/guardians can hopefully find peace, knowing that their child’s financial well-being is protected throughout their life span as well as in the event of an unforeseen life change. We will discuss the resources available to you and have an open conversation where you can ask questions and/or share life experiences.


When: Wednesday, October 20, 2021  5:30-7:00PM


Presented by:  Sheldon Sweeney, Chartered Special Needs Consultant, Chartered Financial Consultant, and Retirement Income Certified Professional.


Where: Zoom


https://issaquah-wednet-edu.zoom.us/j/81649388039


Meeting ID: 816 4938 8039
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+12532158782,,81649388039# US (Tacoma)
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Meeting ID: 816 4938 8039
Find your local number: https://issaquah-wednet-edu.zoom.us/u/kbEmylYvnF
 
 ​
 

Dial by your location

        +1 253 215 8782 US (Tacoma)

        +1 669 900 6833 US (San Jose)

        +1 346 248 7799 US (Houston)

        +1 312 626 6799 US (Chicago)

        +1 646 558 8656 US (New York)

        +1 301 715 8592 US (Washington DC)

Meeting ID: 816 4938 8039

Find your local number: https://issaquah-wednet-edu.zoom.us/u/kbEmylYvnF

 

 
 
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