Join BWFA and Nicole Livingston for an informative webinar designed specifically for anyone who has beneficiaries with special needs. This session will explore key strategies to protect your loved one’s future while preserving access to essential public benefits. Don’t miss this opportunity to ensure your family’s future is secure and thoughtfully planned.
WEBINAR
SEPTEMBER 16, 2025
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Benefits of Planning
- Memorandum of Intent
- Financial Considerations
- Public Benefits
- Public Benefits
- Supplemental Security Income (SSI)
- Social Security Disability Income (SSDI)
- Disabled Adult Child (DAC)
- Section 8 Housing
- Estate Planning
- Third Party Supplemental Needs Trust
- First Party Supplemental Needs Trust
- Guardianship
- ABLE Accounts
PRESENTERS:
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