Estate, Trust, and Retirement Planning for Families with Disabilities: A Panel Discussion
WHEN: Wednesday, September 20, 2023
TIME: 6:30 PM EST
WHERE: Zoom Webinar
Guest Presenter: Joanna Craney, ChFC®,ChSNC®, WMCP® with Empowered Financial Strategies, Randy Steen, Esq. of The Law Office of Randy Hope Steen, LTD., and Adam Earl with National Care Advisors
Empowered Financial Strategies and HTK are unaffiliated with Randy Hope Steen, LTD. And National Care Advisors.
This webinar is part two of a two-part series. You may register for this session without having attended part 1.
This webinar will cover:
- Financial Planning for you & your loved one
- Guardianship & Power of Attorney (POA)
- Three Person Retirement
- Special Needs Trust funding strategies
- Quality of Life Plan for your loved one
*Registration is required!
Questions? Contact Kodi Berry at kberry@arcoflehighnorthampton.org.
The Arc of Lehigh and Northampton Counties champions a life of inclusion, opportunity, and equity for people with intellectual and developmental disabilities (IDD) through advocacy, education, and supports.
**Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Empowered Financial Strategies is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. Empowered Financial Strategies and HTK are unaffiliated with Randy Hope Steen, LTD. And National Care Advisors.