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What We Do


Special Needs Planning

Saturday, February 18, 2023
10:00 am11:00 am

*Zoom Saturday Seminar*

This workshop is designed to provide families and professionals with confidence and clarity around planning for the future of a child or loved one with special needs.

Special Needs Planning:
-Why Plan?
-Nick’s Personal Experience
-ABLE Accounts
-Special Needs Trusts
-Financial Strategies
-Open Q & A

About the presenter
Nick Wallace, ChSNC, RICP is a financial advisor specializing in helping families across the United States plan for their loved one's future with special needs. Nick is on a mission to create more secure outcomes for individuals with disabilities. Nick serves as co-guardian and future trustee for his brother, Aaron, who has physical and intellectual disabilities.