Special Needs Financial Planning
This workshop will give you a clear understanding of what the special needs planning process is, including an in depth look at:
- special needs trusts
- letters of intent
- life care planning
- ABLE accounts
- obtaining and preserving need based government benefits
You will learn how to avoid common mistakes parents often make that can be detrimental to their child’s future.
Speaker: Ken Prodger is a CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Special Needs Consultant (ChSNC®). As of January 2015, Ken is the only such credentialed advisor in Northern California. Ken has a son with special needs and is a long-time board member of Parents Helping Parents (PHP), a non–profit for special needs families and parents. He is a native Californian and received his Master's Degree from the University of San Francisco.
Please reserve your seat so we know how many people to accommodate for in terms of seating and handouts.
Meetings are an opportunity for parents to meet informally and to share ideas, experiences and information. New families and caregivers are always welcome. Those who wish to share or simply listen are invited to attend. PHP provides a forum for parents and professionals to get information. Sorry, there is no childcare available. Please sign in between 6:15-6:45pm.
Who facilitates the meetings?
Kat is the autism support group facilitator, she started her journey with autism 10 years ago when she and her husband received their son’s diagnosis. She didn’t know anyone with a child that had autism and PHP’s Autism Support Group was a lifeline for her. At her blog (www.StrivingMamas.com) she shares her experience with other moms that have kids with autism.
While you’re there...
There is a collection of excellent materials available on Autism Spectrum Disorder available for check-out at the PHP Resource Library for both parents and professionals.
“Reaching our goals while raising kids.”