Parents of adults with disabilities often want to set aside funds for their child’s needs. But simply putting the money in your child’s name can disqualify them from the benefits they need. Special needs trusts allow you to set aside resources for your child without endangering their benefits. This webinar addresses types of trusts, choosing a trustee, the types of professionals you will need to set it up, and more. Dwight Davenport, a wealth manager with over 20 years of experience, is presenting. Parents of special-needs adults and teens benefit from this informative event.
401(k) programs are one of the most popular employer-sponsored retirement plans, but