Carroll County Partners for Success will sponsor a special needs planning workshop on Tuesday, Nov. 13 from 6 to 7:30 p.m. in the Carroll Springs School cafeteria.
This free workshop is designed for parents, professionals, and community partners. The presenters will be Monty Knittle, Chartered Financial Analyst, and Jim Curran, Certified Financial Planner.
Planning for the future of an individual with special needs requires preparation, careful research, and experienced guidance. While each family’s situation is different, most financial and estate plans center around these primary objectives: protecting the assets of the individual with special needs, providing additional income to facilitate a better quality of life, overview of special needs trusts, balancing the needs of other family members and beneficiaries, and preventing the loss of government benefits, including Social Security. The presenters will also define and explain pooled trusts, letters of intent, selecting trustees, and means of funding special needs trusts.
Light refreshments will be served. Please note that this workshop is for adults only and childcare is not available. To register or for more information, please contact Cindy Senseney at 410-751-3955 or firstname.lastname@example.org.
Information taken from a Carroll County Public Schools news release.