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March 1st, 2022

Parents Empowering Parents March 2022 Workshop Presents...

Life Planning: A Primer for Families with Special Needs Children

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include
guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs
trusts and letters of intent.

Presented by Michael Beloff, CFP®, ChSNC®

Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant (ChSNC®) with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism and Asperger Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine.

Securities offered through LPL Financial. Member FINRA/SIPC. All entities are separate and not affiliated with LPL Financial.

Please join us…

Date: Tuesday, March 29, 2022
Time: 6:00 – 7:00pm
Location: Zoom
Registration: FREE
(a zoom link will be sent to you after you register)

To register or more information: Amy [email protected] 203-332-4535 ext. 2356

Click here to access the full PEP Mar 2022 Workshop document!