We are excited to offer a free educational webinar on the topic of special needs planning, including the important legal, financial, government benefit, and life care planning aspects.


Hope Trust: Creating a Comprehensive Special Needs Plan for Your Clients

September 30, 2021, 8:00 AM in Eastern Time (US and Canada)

A comprehensive special needs plan requires an interdisciplinary approach of financial, legal, government benefits, and life care planning. We will share strategies and solutions on how to aggregate, organize, and integrate your clients’ entire plan. This includes their key documents, team of professional and personal supporters, and pertinent information about your clients’ loved one to ensure continuity of care and support throughout their entire lifetime.

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