Protecting Your Retirement

Events


Dec
3
7:00 PM19:00

Your Special Needs Child: Creating a Safety Net

The purpose of the seminar is to educate parents on how to plan for their child should something happen to them. Topics covered:

  • How to create a Letter of Intent

  • Why havings a Special Needs Trust is important

  • Estate planning considerations for your child

The seminar should interest all parents with a special needs child.

The presentation will last about 40 minutes, with plenty of time afterwards to answer your questions.

Presented by Humberto C. Portillo, Chartered Special Needs Consultant®

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Oct
1
7:00 PM19:00

Your Special Needs Child: How to Use Government Benefits

In this seminar we will cover how government benefits can be used to provide for your special needs child. Topics covered (preliminary draft)

  • Applying for Government Benefits

  • Types of Government Benefits

  • How to include Government Benefits in your planning

The presentation will last about 40 minutes, with plenty of time afterwards to answer your questions.

Presented by Humberto C. Portillo, Chartered Special Needs Consultant®

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May
22
7:00 PM19:00

Your Special Needs Child: How to Use Special Needs Trusts

You are invited to attend a seminar where you will learn:

  • Why create a special needs trust

  • How to integrate the special needs trust into your letter of intent and life plan

  • How and why to only supplement public benefits

The presentation will last about 40 minutes, with plenty of time afterwards to answer your questions.

Presented by Humberto C. Portillo, Chartered Special Needs Consultant®

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Mar
4
7:00 PM19:00

Your Special Needs Child: Planning for Quality of Life

You are invited to attend a seminar where you will learn:

  • How to create a plan to ensure quality of life for your child

  • How to use government benefits to provide for your child’s basic needs

  • How to supplement your child’s resources while protecting government benefits

The presentation will last about 40 minutes, with plenty of time afterwards to answer your questions.

Presented by Humberto C. Portillo, Chartered Special Needs Consultant®

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