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Garnet Valley School District: Special Needs Planning Workshop

Written on February 13, 2020

Join us on Wednesday, February 19, 2020 at 7:00 p.m.

Located at: Garnet Valley High School - 552 Smithbridge Road, Glen Mills, PA 19342

Pat Bergmaier, CFP®, ChSNC™ from 1847Financial Special Needs Planning Team & Randy Hope Steen, Esq. from the Law Office of Randy Hope Steen, Ltd. are presenting!
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 the future well-being of their loved ones. It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.
Topics include: Basic Estate Planning Documents, Special Needs Trusts (SNTs), Guardianship vs Powers of Attorney, ABLE Accounts, “3 Person Retirement”, Tax Planning Considerations, Funding Strategies for a SNT, among others!

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4745 W. Lincoln Highway
Parkesburg, PA 19365
With nearly three decades of experience in our field, we put our clients and their families needs first.

Complimentary initial consultation and annual review are included.
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