07/25/2026
Creating Financial Security for Loved Ones with Special Needs
Thursday, July 30th
12:00 PM – 1:00 PM CST
Register here: https://nm.zoom.us/meeting/register/5Mw95FM1S0Ki0c0o3K_mww
Planning for the future of a loved one with special needs can feel overwhelming, but having the right information and resources can make all the difference. During this workshop, we'll discuss key topics that can help families build a secure financial future, including:
• SSI and SSDI benefits
• Medicaid and Medicaid Waiver programs
• Special Needs Trusts
• ABLE Accounts
• Building the right team of professionals to support your family's long-term goals
• Strategies for creating financial security throughout your loved one's lifetime
Whether you're just beginning to navigate these topics or looking to strengthen an existing plan, this workshop is designed to provide practical information and guidance you can use right away.
I hope you'll join us and feel free to share this invitation with other families who may benefit from this information.
**Host - Crystal Herrington, Financial Advisor
Planning for a child who may become a long-term dependent goes beyond traditional financial strategies. This free, online workshop is designed to help parents, guardians, and family members understand the key planning considerations for their loved ones with special needs. Join Financial Advisors Cr...
