Ready to secure the future for your loved one? Join us for a FREE interactive, informative webinar on Special Needs Planning!
SAVE THE DATE!
Wednesday, October 21, 2026
12:00 PM – 1:00 PM
Planning for Two Lifetimes
We’ll cover essential topics including:
- Defining Special Needs Planning
- Learning to create your family’s “two lifetime” story
- Developing clarity on all the pieces critical to ensuring your loved one is secure
- Government Benefits, SSI (Supplemental Security Income) and Medicaid
- ABLE Accounts, Special Needs Trusts, Guardianship
- Proactive tax strategies and communication techniques
Whether you are just beginning to think about long-range planning or are looking to strengthen an existing plan, this workshop will provide valuable information and actionable steps to help you move forward with confidence! Guided by Ryan Platt, Founder and Planner of A Special Needs Plan, in partnership with Monarch Healthcare.