Our Workshops

Nick and his brother Aaron

Beginner's Special Needs Planning Workshop

A workshop designed to provide families and professionals confidence and clarity in planning for the future of a child or loved one with disabilities.  Topics covered include:

                         Nick's Personal Experience - ABLE Accounts - Special Needs Trusts                             Financial Strategies - Open Q&A

Wednesday, July 16th @ 12pm EASTERN (11am CT, 10am MT, 9am PT)

Thursday, August 28th @ 12pm EASTERN (11am CT, 10am MT, 9am PT)

Advanced Special Needs Planning Workshops

By request, this workshop is designed for families or professionals who already have a foundational understanding of Special Needs Trusts, government benefits, ABLE Accounts and Special Needs Financial Planning.

Tuesday, July 29th @ 12pm EASTERN (11am CT, 10am MT, 9am PT)

Letter of Intent Workshops

A hands-on activity where we will create a draft of a letter of intent for the child’s future in live time. Families can expect to leave this workshop with information on the letter of intent, how it works, and also their first rough draft of the document.

Tuesday, October 21st @ 12pm EASTERN (11am CT, 10am MT, 9am PT)

  Schedule an Intro Call With Nick