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Putting It All Together: Planning Financially For Special Needs Webinar

March 14, 2018 @ 12:00 pm - 1:30 pm


– What is an ABLE account?
– What is a Special Needs Trust
– How an ABLE account can compliment a Special needs Trust
– The difference between a First & Third Party Trust

Speaker: Eric Jorgensen retired and was widowed in the same year, getting a crash course on becoming both provider and caregiver of a child with disabilities. His difficulty finding resources and determining what needed to be done and when led to him focusing his second career on helping families facing similar situations. In addition to his personal experience, he has studied extensively – earning his Certified Financial Planner (CFP), Chartered Federal Employee Benefits Counselor (ChFEBC) and Chartered Special Needs Consultant (ChSNC) designations – bringing his clients the best of both worlds. Eric is active in the disability community, frequently giving talks and is currently serving as a Board Member of Resource Connections Inc and is a listed resource with Autism Speaks.

CLICK HERE TO REGISTER: https://register.gotowebinar.com/register/1872507174043627522

* PPMD Event