We Help People And Families Affected By Autism

Speaker Series: Financial Planning

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11/11/19 6:30 PM pm - 8:00 PM pm
Autism Delaware- Newark
Phone:302-244-6020
Address: 924 Old Harmony Rd, Newark, DE 19713, USA

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

Topics include: Basic Estate Planning Documents, Special Needs Trusts (SNTs), Guardianship vs Powers of Attorney, ABLE Accounts, “3 Person Retirement”, Tax Planning Considerations, Funding Strategies for a SNT, among others!

Link to attend via videoconference: 

Presented By:

Patrick Bergmaier*, CFP®, ChSNC™

Upcoming events

  • 12/01/20 7:00 PM pm - 12/01/20 8:00 PM pm

    Parent to Parent is a unique training series where parent coaches bring their experiences and education to support families who are raising a child with autism. Families will gain a deeper understanding of ASD and learn how to create a supportive environment for their child to be successful.

    Week 1: Understanding ASD
    Week 2: Communication
    Week 3: Visual Supports
    Week 4: Visual Supports in Practice
    Week 5: Positive Advocacy

     

  • 12/05/20 9:00 AM am - 12/05/20 10:00 AM am

    Parent to Parent is a unique training series where parent coaches bring their experiences and education to support families who are raising a child with autism. Families will gain a deeper understanding of ASD and learn how to create a supportive environment for their child to be successful.

    Week 1: Understanding ASD
    Week 2: Communication
    Week 3: Visual Supports
    Week 4: Visual Supports in Practice
    Week 5: Positive Advocacy

     

Contact Autism Delaware

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Phone: 302-224-6020
Fax: 302-224-6017

New Castle County

924 Old Harmony Road
Suite 201
Newark, DE 19713

Sussex County

17517 Nassau Commons Blvd.
Unit 1
Lewes, DE 19958

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