10 Basic Financial Steps for Special Needs Caregivers

SPECIAL NEEDS PLANNING WORKSHOP - Sponsored by Mass Mutual Financial Group
Tuesday, March 30th from 6:30-8:00pm
Spectrum Services Kingston School

As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately.

This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trusts, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help insure the type of care and quality of life for a loved one’s well-being today and tomorrow. The presentation will also allow for plenty of time afterwards to answer your questions. Workshop is free of charge for parents and caregivers.

Don’t miss this opportunity—register today!
Please RSVP to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Presented By: Ernest R. Selke, Jr.  CFP, ChFC, LUTCF of PlanWell Wealth and Risk Management

Date: Tuesday, March 30th
Time: 6:30 – 8:00
Place: Center for Spectrum Services
70 Kukuk Lane, Kingston NY 12401