by your side every step of the way

Seminars & Events


Do you have questions about estate planning, life care planning, long-term care, or special needs planning? We know that these are complicated topics! When you attend one of our subject-specific events you can feel confident that we will pull back the veil, take out some of the mystery, and help you know what next steps you need to take.

Loading Events

« All Events

  • This event has passed.

Financial Responsibilities When Caring for a Person with Special Needs

September 28@1:00 pm - 2:00 pm

Free

Chari Alson to present on behalf of the Franklin Mint Federal Credit Union

Description: Whether you are the parent or guardian of a special needs adult, or the adult child of a parent with a cognitive impairment it’s important to understand your responsibilities when it comes to managing your charge’s finances. In this workshop, we will hear from subject matter expert attorney Chari Alson. Areas covered will include:

. Why a guardian may not be the best solution.

. How to build a safety net with your estate plan.

. Why are Letters of Intent a big deal

. Filial responsibility and how it applies to parents and children

This presentation is for information purposes only and while it is presented by an attorney it should not take the place of your consulting an attorney if you have questions. FMFCU does not provide legal services.

General Registration link:

https://fmfcu.zoom.us/webinar/register/2016593850771/WN_nTEOOwtpRKG_EgkH9Prq6g

Details

Date:
September 28
Time:
1:00 pm - 2:00 pm
Cost:
Free
Website:
https://fmfcu.zoom.us/webinar/register/2016593850771/WN_nTEOOwtpRKG_EgkH9Prq6g