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Braintree SEPAC Workshop - PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS

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PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS sponsored by the Braintree SEPAC


Tue, Jan 15 6:30 PM

Presented by Dave Harmon, Registered Rep., AXA Advisors, LLC in Wellesley.  Dave Harmon MSW, MBA, CLU, ChFC has over 26 years of experience in the financial services and insurance industries. He is currently a Registered Representative for AXA Advisors, LLC in Wellesley, MA, where he has built an insurance, investment, estate tax planning and financial planning
practice. For the past ten years, his practice focused on helping families plan for the financial future of their loved ones with special needs.


Topics to be discussed in this workshop include the following:


-Benefits and government eligibility for important programs such as SSI, SSDI, Mass Health, CommonHealth and Medicare.



-Recent changes to MA guardianship procedures and things to consider when selecting a guardian or trustee.


-General estate planning concepts and Special Needs Trusts.


-Special Needs Trust administration issues.


-How to properly fund a special needs trust to provide lifetime quality care.


-Building a planning team and maximizing community based resources.


-Providing your dependent with quality of life and quality lifelong care.


This workshop will be held in the Program Room of Thayer Public Library, 3rd floor, 798 Washington St., Braintree

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