Mount Jubilee Touch Point Seminar:

“Special Needs Planning”

Part 1: Special Needs Planning Strategies

 

  • SSI and Medicaid Services

  • ABLE Account

  • Special Needs Trust

  • Defining your child’s lifetime needs

  • Proactive Tax Strategies

  • Communication Techniques

  • Future Caregiving

  • Transitioning to Adulthood

Part 2: MJM’s Alternative Day Program

 

Our expert guide will be Ryan F. Platt, MBA, CFBS, ChFC®, ChSNC™ who is a Chartered Special Needs Consultant from www.aspecialneedsplan.com.

Stay tuned for our next Mount Jubilee Touch Point Seminar