Special Needs Planning for Your Loved One with a Disability:

Slides:

Advertisements

Similar presentations

Endorsement Split Dollar Plans Reward & retain key executives ©2014 Voya Services Company. All rights reserved. CN

Advertisements

A Primer on Financial Planning Amin Rashid, CFP® Investment Advisor Representative Broadhollow Rd. Suite A-1A Melville NY

SECTION III. “ Funding Your Buy-Sell Agreements and Key Man Coverages” Presented by Cohen Partners LLC: Mark Isack, CFP®, ChFC.

Exit & Succession Strategies for BOLD Farmers and Ranchers.

Attract & Retain Your Employees Build & Preserve Your Business Protect Your Family Larry Ricke and Mike Ricke are registered representatives offering securities.

Special Needs Financial Planning Presented To: Academy of Special Needs Planners Presented By: Cynthia R. Haddad, CFP Cynthia R. Haddad, CFP ® Sibling.

Phoenix Union High School District Retirement Workshop STEVE JAMES NICK HILEMAN.

Keys to understanding your retirement plan © 2012 Envoy Financial, Inc. All rights reserved. Envoy Financial, 8415 Explorer Drive, Suite 115, Colorado.

The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference.

Participation in all aspects of the Agent Care Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

It’s Your Money! Week 3 & 4: Financial Planning. What is Financial Planning? A PROCESS not an event Balances today’s needs with goals for the future Analysis,

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Airman and Family Readiness Center December 2008 Calendar of Events 49 FSS/FSFR Phone: (575) First Street DSN: Holloman AFB NM

Attract & Retain Your Employees Build & Preserve Your Business Protect Your Family Larry Ricke and Mike Ricke are registered representatives offering securities.

Name Approved Title Approved Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.

Maximize the results of your hard work 10/19/ Representative Name Agency Name.

Attract & Retain Your Employees Build & Preserve Your Business Protect Your Family Larry Ricke and Mike Ricke are registered representatives offering securities.

Group Insurance Plans Our group insurance plans are available to you as GUARANTEED-ISSUE during your New Associate Election Period. You cannot be denied.

Deliver on your best intentions. ensure a legacy that’s rich in family and happiness.

Planning for Your Future as a Physician… The Need for Financial Planning Presented by: David L. Bailin, ChFC, CLU, CLTC Personal Wealth Strategies for.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

The Problem Real estate agents have historically struggled to set aside money for both quarterly taxes and retirement when faced with issues like.

Participation in all aspects of the Secure Advantage Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

SOCIAL SECURITY MAXIMIZATION Exclusive rights to this material belongs to GPS. Unauthorized use of this material is prohibited. SOCIAL SECURITY MAXIMIZATION.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Playing Offense with Life Insurance SouthCap Brokerage Group Presented By :

Participation in all aspects of the Advantage Care Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

With Solid Rock Wealth Management. What Is Solid Rock Wealth Management Solid Rock Wealth Management is an independent fee-based wealth management firm.

Planning for the Future

Down Syndrome Guild of Southeast Michigan Presents:

Good <morning, afternoon, evening>

Six Areas of Financial Planning

Good <morning, afternoon, evening>

Prudential Financial Planning Services

Financial AND ESTATE Planning for YOUNG PROFESSIONALS

Prudential Financial Planning Services

Client Service Standard of Care

Thursday, September 29, 2016 at12:00pm

Good <morning, afternoon, evening>

I’d like to give a quick overview of Dergalis Associates

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

I’d like to give a quick overview of Dergalis Associates

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

When? Thursday, January 25, :30 – 7:00 p.m.

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Individual Pension Plans

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

One relationship. Many resources for business owners.

Presentation transcript:

Special Needs Planning for Your Loved One with a Disability: Radnor High School Invites You to Attend a Free workshop on: Special Needs Planning for Your Loved One with a Disability: Government Benefits, Estate Planning & Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for their future well-being. This workshop addresses such critical issues as protecting & maximizing eligibility for certain government benefits along with the importance of creating Special Needs Trusts and other estate planning documents. It will also cover the added complexity of saving/planning for retirement with a special needs loved one in the picture and analyzing strategies for funding their in the most tax-efficient & creditor protected manners possible. Lastly, it will compare the newly enacted ABLE Act to alternative options for setting aside funds for individuals with disabilities. Presented By: Patrick Bergmaier*, CFP®, ChSNC™ pbergmaier@1847financial.com Office: 610-784-3468 Cell: 215-317-4143 Please RSVP to Maureen Leo: RTSD Transition Coordinator Maureen.leo@rtsd.org 610-293-0855 x 3706 Thursday, November 10, 2016 6:00- 7:00 pm Hosted by Radnor Township School District Radnor High School 130 King of Prussia Rd Radnor, PA 19087 *Radnor sponsors this event with the intent to educate the public. 1847 Financial is in no way affiliated with the school, nor is RTSD endorsing this specific vendor. *Registered Representative of, and Securities and Investment Advisory services oﬀered through Hornor, Townsend & Kent, Inc. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 1847Financial, Eight Tower Bridge, Suite 700, 161 Washington Street, Conshohocken, PA 19428. 610-771-0800. 1847Financial and GET, Inc.are not aﬃliated with Hornor, Townshend & Kent. 1847Financial does not provide legal or tax advice. 1360604RM-Dec17