Fiscal Fitness Webinar: Special Needs Trusts


It's Time to Flex Your Fiscal Muscles!

Providing for a loved one with special needs can be challenging. Family members often create a special needs trust to provide discretionary distributions for the support and care of a loved one. A special needs trust can help you provide for that person.  

Each family situation is different. To learn more about making a special needs planned gift and how it might benefit a loved one, please join us.

FREE AND OPEN TO THE PUBLIC - Register for the classes below

*Fiscal Fitness Webinars are for informational purposes only and not intended to replace legal advice.


Session Dates:             

Tuesday, July 5 @ 9 a.m.

Thursday, July 7 @ 6 p.m.