Special Needs Financial Planning: Key Steps for Families
Planning for a loved one with special needs involves important decisions that go beyond traditional financial planning.
Without the right structures and considerations in place, families can unintentionally affect eligibility for essential benefits or create complications for future caregivers.
This on-demand seminar, presented by Eric Oh, ChFC®, CFP®, ChSNC®, walks through key tools families should consider when preparing for the future.
What We'll Cover
- The do’s and don’ts of special needs financial planning
- Types of special needs trusts
- ABLE accounts
- The role of a Letter of Intent
- How Proposition 19 may affect families with beneficiaries who have disabilities
Watch the Seminar
Access the recording at your convenience and learn practical strategies that can help your loved one’s future while supporting your family’s long-term goals.
Special Needs Financial Planning: Key Steps for Families
Planning for a loved one with special needs involves important decisions that go beyond traditional financial planning.
Without the right structures and considerations in place, families can unintentionally affect eligibility for essential benefits or create complications for future caregivers.
This on-demand seminar, presented by Eric Oh, ChFC®, CFP®, ChSNC®, walks through key tools families should consider when preparing for the future.
What We'll Cover
- The do’s and don’ts of special needs financial planning
- Types of special needs trusts
- ABLE accounts
- The role of a Letter of Intent
- How Proposition 19 may affect families with beneficiaries who have disabilities
About Your Presenter
Eric Oh
ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant®, and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all.
Watch the Seminar
Access the recording at your convenience and learn practical strategies that can help your loved one’s future while supporting your family’s long-term goals.
