Guest guest Posted November 9, 2008 Report Share Posted November 9, 2008 Protecting the Future and Benefits for Your Special Needs Child We would like to invite you to our next free workshop: Saturday, November 15th, 1PM to 1:50PM Sponsored by: Certified Financial Planning Board of Standards Free FINANCIAL PLANNING CLINIC 11AM- 4PM Hyatt Regency at Miami Convention Center 400 SE 2nd Avenue Miami, FL Special Needs Mom, MBA and Certified Financial Planner Greenberg, shares how she prepared her family's plan to care for her son for a lifetime of supports. She reviews the Special Needs Trust, the Letter of Intent (your child's biography), guardianships and trustees, protecting governmental entitlements, creating an endowment to provide a lifetime of funds for your child's future needs, and tax planning for special needs families. We'd like to invite you to join us for our group review of how you can better prepare for your special child's future. There will be time for questions and answers following. Other families may have similar questions, and your experience is valuable. RSVP to register www.cfp.net CFP Board's free Financial Planning Clinics have provided thousands of Americans with the opportunity to consult with volunteer CERTIFIED FINANCIAL PLANNER™ professionals about their personal finance questions and concerns and to attend Educational Workshops on diverse and popular financial topics, presented by leading experts in personal finance. Clinic attendees have come away with personalized information and advice on a wide range of topics, ranging from general financial planning to investment and insurance planning to retirement and estate planning. Best of all, there is no selling and no strings attached! The goal of our Financial Planning Clinic is to provide individuals and families with personalized financial planning information tailored to their own situations from highly qualified CFP® professionals. It's the face-to-face interaction with CFP® professionals who provide personalized financial planning information, combined with a range of educational workshops, that sets the Financial Planning Clinic apart from similar events. The volunteer financial planners will not sell any financial products or services to Clinic attendees, and they will not engage in any unsolicited follow-up. There are indeed no strings attached! The 2008 Financial Planning Clinic in Miami will be held at the Hyatt Regency at Miami Convention Center, conveniently located in downtown Miami, directly connected to free MetroMover transportation system which connects to MetroRail and minutes away from some of the city's most popular attractions Quote Link to comment Share on other sites More sharing options...
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