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Helping Families Address “Special Needs” Concerns

Most discussions on “Special Needs Planning” focus solely on the legal and financial issues that face families and family members that have physical, mental and educational disabilities.
The educational needs of the equation are often left unaddressed.

Our September session will consider all three important planning elements: Education Needs, Legal Issues and Concerns and Financial Planning.

These are all important concerns that we should be aware of and have some idea of where we can direct our clients to understand the questions and find answers.

Join us and our panel of experts to learn more.
FSP Hartford is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.   We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).
If you are paying by credit card, please use the Pay Now buttons to the right.  We do not accept cards over the phone or at the door.    If you are paying by check, you may use the Pay Now button and provide us with more information for your badge and then indicate you are paying by check.   Or,  you may use the registration options at the bottom of this page.

Thursday, September 12, 2019
8:15 AM - 11:30 AM


Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
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Member Fee $39.00
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Melissa Gagne, Atty.
Rome Clifford Katz & Koerner, LLP

Joan Reed Wilson, Esq.
RWC, LLC, Attorneys and Counselors at Law

Benjamin M. Howarth, CASL
Barnum Financial Group

Sep 12 2019 8:30AM

Helping Families Address “Special Needs” Concerns

Participants will come away with a better understanding of the educational, legal, and financial concerns that confront families of children that have “special needs” and a clearer understanding 1. school district’s responsibility to provide a Free and Appropriate Education for a child who is deemed eligible for services; 2 the different types and uses for Special Needs Trusts; an understanding of The ABLE Act as a planning tool; and 3.be provided with a clearer understanding of the practical problems and solutions that confront families and individuals who have special needs and how they can help them plan.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®CT INs
Sep 12, 2019 Helping Families Address “Special Needs” Concerns Melissa Gagne, Atty. Joan Reed Wilson, Esq. Benjamin M. Howarth, CASL 8:30 A info 3.00

Registration Fee