St. Elizabeth School – Bull and Oyster Roast 2019
Auction Ends: Mar 6, 2019 10:00 PM EST

Services

Special Needs Financial Plan

Item Number
42
Estimated Value
2500 USD
Sold
310 USD to Live Event Bidder
Number of Bids
1  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

Item Description

Comprehensive overview of the financial and special needs planning processes. A four step process providing a roadmap to meet both parent retirement objectives and special needs trust funding, and also to establish a roadmap for a plan of care for when the parents cannot be the central caregiver.

Item Special Note

This is a two part meeting. In the first meeting we will seek to understand your family, its goals and needs. In the second meeting we will review an action plan to help accomplish your goals (both meetings are included in the package).