Financial, Future, and Estate Planning for People with Special Needs

DSAMT, Capital Financial Group, and Special Needs Law Center, Maurer & Gardner, PLLC, present information to Help you understand how the family is protected if something happens to the primary care person today, preparing for the age of 18 to maximize government benefits, and how your child will be taken care of when you can no longer care for them. Issues discussed will include taking advantage of government benefits and protecting your child’s eligibility, estate planning (wills, powers of attorney, and conservatorships), Special needs trusts and funding options, A new life insurance policy available to individuals with down syndrome, and Letters of intent.

DATE: Thursday February 7, 2019
TIME: 6:00pm - 7:30pm
WHERE: Capital Financial Group
           12 Cadillac Drive Ste 440 I
           Brentwood, TN 37027

Matt Moser, ChSNC, MBA, Special Care Planner, Capital Financial Group,

Cynthia E. Gardner, Attorney at Law, Special Needs Law Center, Maurer & Gardner, PLLC,

A Light Dinner will be provided