1847 Financing Planning

What

1847 Financing Planning

When

10/26/2023, 6:45 PM – 8:30 PM

Where

The Mansion - Bates Bristol Hall

Come learn about financial planning for parents with a neurodiverse student(s). Topics include:

Basic estate planning documents
-Special Needs Trusts (SNTs)
-Guardianship vs. Power of Attorney
-ABLE accounts
-“Three-person retirement”
-Tax planning considerations
-Fundings strategies for SNTs
-and much more!

For more information or to reserve your spot, please email Amy Gillespie, Director of Post Secondary Transition - [email protected].