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Legacy Planning for Special Needs Workshop

  • The Lakeview School (Gymnasium) 10 Oak Drive Edison, NJ 08820 (map)

Free Workshop Presented by LifeLong Retirement Corp and the Alliance Center for Independence.

Financial and estate planning take on a whole new level of importance when you have a loved one with special needs. LifeLong and ACI have put together a workshop to address the importance of financial planning for your retirement and legacy when you have a dependent with special needs.

This important workshop will help you understand:

  • Estate Planning Basics (it’s more than just money!)
  • When your loved one’s Government Benefits are at risk
  • How to fund a Special Needs Trust
  • How taxes can impact the legacy you leave
  • How to create more comfort, certainty and clarity in retirement for you and your dependent

Workshop Conducted by:

LifeLong Retirement Corp
1170 Route 22 East, Suite 301
Bridgewater, NJ 08807
Phone: (908) 340-6000

Michelle Ford

Lead Presenter: Michelle Ford, Financial Planner of and securities offered through Questar Capital Corporation (QCC) Member FINRA/SIPC Advisory Services offered through Questar Asset Management (QAM).

A Registered Investment Advisor. LifeLong Retirement Corp is independent of QCC and QAM. QCC and QAM do not provide tax and/or legal advice.

Please RSVP to 908-340-6000 or .