Saturday Seminar
Financial Planning by Marc Shulman from National Center on Life Planning
Financial Planning
The presentation takes the family from the very first step of identifying all of the planning problems and helps them to address each one through a step-by-step process. All of the legal and financial aspects of the planning process are discussed as they apply to the overall life planning program. Attendees will get answers to questions such as …
Who Will Care For My Special Needs Loved One?
Where Will They Live?
What About SSI & Medi-Cal?
What Is A Special Needs Trust?
When Should I Start To Plan?
Families leave the seminar with ideas and material that can help immediately. An NCLP team member is available to provide a free consultation to examine the family situation and determine their current status and needs of the family following the seminar.
