Financial Planning for Special Needs Children

  • 12 Jan 2021
  • 12:00 PM - 1:00 PM
  • ZOOM

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      Lexington Chapter of Financial Service Professionals
Presents:

 "FINANCIAL PLANNING FOR SPECIAL NEEDS CHILDREN"

Hosted by FSP National


Tuesday, January 12th

12:00PM - 1:00PM

  

This webinar will discuss planning issues for clients with a special needs child.  It will include Government benefits, special needs trust, charitable trust and maintaining the “stretch” for retirement accounts.

Approved for 1  hour credit - CE, CPE, CLE and CFP. 

         


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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
       


 

                                           
                  
             

 
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Lexington Chapter FSP Board of Directors:
     
     Taylor Stuckey, CPA, JD, MS --President
 Kimberly Johnson, CLF, CLTC --Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Jeff Schriefer, CTFA--Immediate Past President 
 Melissa Gayheart, JD
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
       William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
          

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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