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.
- This event has passed.
Financial Responsibilities When Caring for a Person with Special Needs
September 28, 2022@1:00 pm - 2:00 pmFree
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:
About Our Speakers
We have several speakers on our team with a wide variety of experiences they are excited to share with you! Learn more about our regularly featured speakers here: