Special Need Financial Planning for Your Child’s Future

Due to the inclement weather we are rescheduling this workshop to a future date. Please watch this space for the new date.Thanx Admin


Building Strength, Hope and Resiliency
Special Needs Financial Planning<br /> for Your Child's Future
Tuesday, January 21st, 2014
7pm – 9pm
Speaker: David Harmon CLU, ChFC, MBA
From AXA Advisors, LLC/Boston Branch
Please Join Us. Session is FREE and Everyone is welcome!
Wayside Youth & Family Support Network
88 Lincoln Street
Framingham, MA
(Across from Framingham Union Hospital)
Issues that will be discussed:
·        Benefit Government Eligibility for Important Programs,            
o   such as SSI, SSDI, MassHealth, CommonHealth, and Medicare
·        Recent Changes to MA Guardianship Procedures
·        Considerations when selecting a guardian or trustee
·        General Estate Planning Concepts and Special Needs Trusts
·        Special Needs Trust Administration Issues
·        How to properly fund a special needs trust to provide lifetime quality care
·        Building a Planning Team and Maximizing Community Based Resources
·        Providing Life Time Care and Quality of Life
For information and/or to RSVP contact:
Ann Killion, MS – Parent Support Coordinator
(508) 620-0010 ext. 194 or email [email protected]

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