Special Needs Planning Essentials
Co-hosted with Voya Cares, Voya's Mathew Stagner, CFP®, ChSNC®, this high level overview of the importance of special needs planning including the four focus areas how to maximize available benefits, understanding the necessary legal structures, and building your team. Also included will be an introduction to dealing with inheritance, account titling and beneficiary designations, Special Needs Trusts, employer benefits and more.
Date and Time
Wed, Feb 08, 2023
12:00p - 1:00p CST