Special Needs Planning in Today’s New Reality: Strategies I Can Use Today

What are opportunities for parents of children with disabilities with the enactment of the CARES ACT and SECURE ACT?  How do I manage stimulus money in order to avoid losing benefits?

And the Market is down…

This workshop offers specific ideas on how to better set up your special needs plan and take advantage of today’s market conditions and new legislation. Included will be utilizing ABLE accounts to retain benefits, the impact of unemployment funds for those who are independently employed, and other relevant items.

Leo Rotman, Certified Financial Planner, is a parent of a child with special needs. He brings a unique perspective which includes personal and professional experience in working with children and adults who have disabilities as well as their families.

Please join us and bring your questions to this informative session.

Wednesday, July 29 1:00-2:00 PM

Register at: