Seminars

Financial Planning for Families with a Special Needs Child

Focus Points Include:

- Understanding what questions to ask in the financial planning process

- Learn about Special Needs Trust / Supplemental Needs Trust

- 529 Accounts & Achieving A Better Life Experience "ABLE Accounts"

- Retirement Planning Strategies for parent(s) who have a child with special needs

When: Tuesday, May 28, 2019 - 5:30pm - 7pm
Where: 39 East Franklin Street
Hagerstown, MD 21740
Host: Achieving True Self
Phone: 1-866-287-2036
 

Planning for Long Term Care: What you need to know.

Planning for Long-Term Care:  What You Need To Know

  • What is considered long-term care?
  • Why should I consider potential long-term care needs as part of my retirement strategy?
  • When is it needed?
  • What questions should I ask myself when creating a plan for long-term care?
  • What options are available for a long-term care need?
  • What next steps should I take in determining if I have a long-term care need?

 

June 5th, 6:00 PM Dutch's Daughter Restaurant

In order to attend, please RSVP at 833.766.4471 or register online www.youRSVP.com/BAPTEH

When: Wednesday, June 5, 2019 - 6:00 pm
Where: Dutch's Daughter
Host: Comprehensive Financial Planning Group, LLC
Phone: 240-367-9450
 

Planning for Long-Term Care: What You Need To Know

Planning for Long-Term Care:  What You Need To Know

  • What is considered long-term care?
  • Why should I consider potential long-term care needs as part of my retirement strategy?
  • When is it needed?
  • What questions should I ask myself when creating a plan for long-term care?
  • What options are available for a long-term care need?
  • What next steps should I take in determining if I have a long-term care need?

 

June 6th at 6:00 PM Dutch’s Daughter Restaurant

In order to attend, please RSVP at 833.766.4471 or register online www.youRSVP.com/BAPTEH

When: Thursday, June 6, 2019 - 6:00 PM
Where: Dutch's Daughter Restaurant
Host: Comprehensive Financial Planning Group, LLC
Phone: 240-367-9450