Special Needs Financial Planning

Springfield, MA & Webinar Option, February 26th & 27th, 2024, with Kehillah of the Springfield JCC. Free. Steve Dane, Certified Public Accountant, has been an active Springfield JCC member and volunteer his whole life. Steve will be sharing information to help guide you through the financial planning process to support individuals with special needs. Topics include: Monday, February 26, 2024

• Social Security Income
• Tax Deduction Possibilities
• ABLE/STABLE Accounts

Tuesday, February 27, 2024

• Life Insurance Planning
• Special Needs Trusts
• Estate Planning Considerations

* About the speaker:  Steve and his wife have two children – a daughter who is 35 and a son who is 32. Both children have autism and other related developmental disabilities. He welcomes any questions about the paths that his children have traveled, in the hope that it may help your family in dealing with the many issues his family has encountered with their educational and living situations so that you can learn as much as you can from their experiences.  To register or for more information contact www.springfieldjcc.org/index.php?src=events&srctype=lister&category=Kehillah&submenu=events    or Dorothy Linder, Kehillah Director of Special Needs Programs 413-739-4715 x328.