Special Needs Financial Planning Workshop

Date and Time

Wednesday Mar 8, 2023
7:00 PM - 9:00 PM EST

Location

We Rock the Spectrum - Davie
5159 S University Dr
Davie, FL 33328

Fees/Admission

Free

Website

https://aviancecapitalpartners.com/2023/02/special-needs-financial-planning-workshop-3-8-23/

Contact Information

Samantha Beauvais
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Description

Special needs families routinely get specialized support from doctors, teachers, coaches, and more. But, what about specialized financial advice? The truth is, families raising children with special needs often have special financial planning considerations, too. At Aviance Capital Partners, we are dedicated to helping these families by providing comprehensive financial planning focused on their unique circumstances. 

Financial Planner and ChSNC Candidate, Samantha Beauvais will discuss important topics, including:
  • Special Needs Trusts
  • 529 ABLE Accounts
  • Social Security & Medicaid financial eligibility
  • Government grants & scholarships
  • Estate planning for children with special needs
  • Long-term cost of care analysis
  • Building a comprehensive life plan
Every family is unique. So are the planning solutions.

Visit aviancecapitalpartners.com/events to register today!

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