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The Prism Series: Estate & Financial Planning for People with Disabilities
October 24, 2023 @ 2:00 pm - 3:00 pm
The Prism Series: Estate & Financial Planning for People with Disabilities
October 24th at 2:00 PM
Planning for a loved one with a disability can be challenging and daunting. Discover effective tools you can use for ensuring a supportive future for unique needs, including the use of special needs trusts, STABLE accounts, and how they work with government benefits. Presented by Britta Koepf CFP®, ChSNC® of Tranquil Path Financial Planning and Dawn McFadden, Esq. and Christina Bushnell, Esq. of McFadden Bushnell LLC
Session held at the Family Life Center, 16349 Chillicothe Road, Bainbridge
The Prism Series is intended to shed light and understanding on the issues most relevant to neurodivergent, cognitively impaired, and developmentally disabled individuals.
The CLC hosts subject specific events throughout the year that align with our respective Community Programs. Our non-profit will also have immersive ways to connect through public events and fundraisers periodically.