Looking Ahead: Financial Planning for the Future
What will happen to your child when you are no longer around to take care of them? How does the ABLE Act of 2014 impact their future? This workshop is designed to help families plan for the financial future of their child(ren), or other dependents, with special needs. Learn about eligibility for government benefits while helping to meet the needs for lifetime of care and quality of life issues. This presentation will cover estate planning, ABLE accounts, guardianship, wills and trusts, and Letter of Intent. CRN-202106-249120
Presenter: Bob is the father of a son diagnosed with autism spectrum disorder. He is also the survivor of a 1975 car accident that resulted in 22 orthopedic reconstruction surgeries. Consequently, he understands disability as both a parent and a patient. He is the founder of Special Needs Planning, LLC. Bob is a member of the Board of Directors for the Autism Society of America, a past president of the Autism Society of Greater Wisconsin, a parent representative with the Governor’s Council on Autism, a member of the Board of Directors of The Ability Center, a member of the Academy of Special Needs Planners, and founder of the Community Resource Network. Bob is committed to helping families through the maze of legal and financial complexities that surround planning for the financial future of people with special needs. He does not charge consultation fees. Bob and his wife, Jody, are co-inventors of a learn-to-swim “assistive floatation device” called Paddler. Paddler is licensed to Kiefer Aquatics, the internationally recognized innovator of the aquatics industry. Paddler is available through Amazon, Kiefer Aquatics, The Lifeguard Store, Swim Clubs of the Southwest, and All-American Swim.
Bob Johnston is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.SIPC.org) 10401 Innovation Drive, Suite 125, Milwaukee, WI 53226, 262-955-6636. Special Needs Planning, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. AR Insurance License # 7320518. Paddler is not an endorsed product by MML Investors Services. Kiefer Swim Products is not affiliated with MML Investors Services, or its affiliated companies. CRN202412-1396742
February 9, 2022
Video recording Resource Sheet