Special Needs Trust Info Session

Description

Using a Trust to Maximize Benefits for Those Who are Disabled

If you have concerns about a family member with special needs, you should have a strong financial plan for yourself and a plan that provides supplemental funds for your loved one who also benefits from federal and state aid programs.

Presented by Paul Rogers and Patty McNulty. Paul and Patty put Special Needs Planning into practice providing for their brother Phillip, an MRI client, who had an Intellectual Disability.

Following the presentation, attendees will have the opportunity to ask about Services and Supports in our community.

Sponsored by Principal Financial Group and Macon Resources, Incorporated