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If your disabled child is near adulthood, you may be looking for ways to provide for their needs without endangering their benefits. Special needs trusts can allow you to set aside money for your adult child in a protected fund. This webinar addresses types of trusts, choosing a trustee, the types of professionals you will need to set it up, and more.
What does financial security mean to you? Do you think it’ll happen when you’re making better money? In reality, no amount of money can make you financially secure if you don’t have a system to manage it. This webinar will address having the right mindset, gathering a team, and being disciplined.
How do you go from financial dreams to a solid plan? We’ll look at how a few other people have done it, from analyzing their current situation to building concrete steps to achieve their goals. This webinar contains a number of case studies, from simple to complex, and addresses when and how to update a financial plan.
Do you know how much you will receive from Social Security during your retirement? Your choices can make a big difference in that number. This webinar will address choosing the right age to retire, optimizing spousal benefits, and considering your income in the year you file.