MassMutual “Planning for Dependent with Special Needs” Workshop

MassMutual’s “Planning For Your Dependent With Special Needs” Workshop

 

MassMatual Special Needs PlanningTheraPLACE Learning Center is excited to host MassMutual “Planning For Your Dependent with Special Needs” Workshop on Tuesday, February 28th from 6:00 to 7:30pm.  Our speaker, Gordon Homes, CFP, will present information about various types of financial and estate planning, including: ABLE Act, waiver updates, special needs trusts and guardianship. This workshop is free and open to eveyone. A light supper will be provided. Please RSVP to: Rebecca@theraplacelearning.com

A Certified Financial Planner practitioner, Gordon focuses on Financial and Estate Planning for families who have children or dependents with Special Needs. He brings a unique perspective through his experience both as an advisor and parent.  He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He serves on the MetLife Center for Special Needs Planning National Advisory Council and is active in numerous organizations that serve the Special Needs Community.

 

TheraPLACE Learning Center Hosts “Planning For Your Dependent with Special Needs”
ABLE Act, Waiver Update, Special Needs Trusts and Guardianship
Where: 4121 Shelbyville Rd. Ste. 7 Louisville, KY
When: Tues. Feb. 28 6:00-7:30
Light Supper will be provided.  Please RSVP to: Rebecca@theraplacelearning.com
Speaker: Gordon Homes, CFP

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