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Planning for Two Generations Virtual Presentation


Please join us as we welcome Alex Nadworney of Special Needs Financial Planning, a specialty practice to Affinia Financial Group.

Special Needs Financial Planning is planning for two generations.  Many children with a disability must be supported their entire lives, even long after their parents have died. Special Needs Financial Planning's approach reaches beyond the limited boundaries of Wills and Trusts to provide you with a road map to address your own family's Special Needs.

Planning for Two Generations centers upon their Special Needs Planning Timeline™. The timeline highlights the various planning pressure points where parents should be aware of changes relating to their child's benefits, legal and financial issues. The primary focus is to help parents avoid common mistakes and pitfalls in their own planning.

In addition Alex will also discuss the new ABLE account and its potential role in planning for your child.

Watch the recording