WHOLE STORY PLANNING WEBINARS

Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment.

How to Develop a Life Plan

Special needs young adult working on a craft

Our workshop provides comprehensive guidance on planning for a child who may require long-term support, covering legal, financial, and benefit considerations beyond traditional financial planning, including special needs trusts, funding options, and accessing federal benefits.

ABLE Accounts vs Special Needs Trusts

Special Needs Down Syndrome Looking into the future

This workshop helps parents, guardians, and family members understand how to plan for their children's needs at different stages of life. It covers topics such as legal, financial, and benefits planning, as well as the pros and cons of ABLE accounts and special needs trusts.