NCSA Webinar:
Supported Financial Planning for When Parents are Gone

Thursday, January 27, 2022

Watch the recording:

This presentation reviews the general elements of financial planning when a supported individual no longer has parents supporting them.

  • Review the types of accounts a supported individual should have open for their financial obligations

  • Define the types planning documents and accounts everyone should have in place

  • Identify common pitfalls in an estate plan and their consequences

  • Supporting immediate family members by trustee selection

  • Offer perspective on providing continuity of supportive networks

Presenter: Andrew Komarow, Planning Across the Spectrum
Planning Across the Spectrum, based in Connecticut, offers special needs financial planning services, helping any individual, family, or employer of those with autism and other disabilities to pursue financial independence.

Please see the recording above or here on YouTube.

Slides here