ASH continues its Saturday Seminar series with this next workshop:
Financial & Estate Planning For Families with Special Needs
This seminar will focus on several key issues that families with a child with special needs face regularly, regarding their financial goals as well as the legal planning needed to make the transition from one generation to the next. In this comprehensive workshop, we’ll dive into these four topics: financial planning, legal planning, transition tools, and ABLE accounts. Scott Adams will share both his personal and professional experiences of planning for his own children with special needs.
Come join us to hear this great speaker, and bring along your questions! Sign up now on Eventbrite to learn how to join us on Zoom!
*Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Autism Society-The Heartland and CAFS are unaffiliated.
913-706-0042 Phone
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