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SUMMARY:Final Expense Planning: Caring for Individuals with Special Needs (online)
DESCRIPTION:Presented by Palladio Consulting LLC \nFinal Expense Planning: Caring for Individuals with Special Needs \nFree Zoom Webinar \nWednesday\, December 6th at 12:00pm PST \nRegister at LINK HERE \nSpecial Considerations focuses on securely setting aside funds so that all individuals can have the dignified end of life they deserve. Our Special Considerations’ team is proud to serve the special needs community and is here to provide the tools and knowledge so that all individuals can plan for a valued end of life. \nWebinar Discussion Topics: \n-Eligibility requirements \n-Important needs based benefits compliance reminders \n-Needs based benefits eligibility strategies \n-Enrollment process \n-Using a final expense policy \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/final-expense-planning-caring-for-individuals-with-special-needs-online/
LOCATION:OR
CATEGORIES:Workshop
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
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UID:10015183-1701950400-1701954000@autismsocietyoregon.org
SUMMARY:Empowering Futures: Important Investing Considerations for Special Needs Trusts (Online)
DESCRIPTION:Presented by Palladio Consulting LLC \nEmpowering Futures: Important Investing Considerations for Special Needs Trusts \nJoin us on Tuesday\, November 7th at 12:00pm as we guide you through some of the most important rules\, tips\, and considerations when utilizing a special needs trust or establishing one that fits your unique planning situation. \nTopics to Discuss: \n\nIntroduction to SNT’s\nRole of the trustee & fiduciary duty\nMaintaining eligibility for government benefits\nImportant tax considerations\nTips and tricks when managing different investment assets\nUtilizing ABLE accounts\nUnderstanding countable & taxable income – There is a difference!\nAnd more!\n\nRegister at LINK HERE \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/empowering-futures-important-investing-considerations-for-special-needs-trusts-online/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
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