Aug 17, 2020
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This meeting will take place in-person at the Ramada Conference Center Financial Planning for Special Needs 1.5 CE Hour Course (#37508) Learning Objectives of the presentation: Gain insights into the
This meeting will take place in-person at the Ramada Conference Center
Financial Planning for Special Needs
1.5 CE Hour Course (#37508)
Learning Objectives of the presentation:
- Gain insights into the personal journey as the parent of a child with special needs.
- Develop an understanding of the 6 steps in the Special Needs Planning Process.
- Learn the 4 resources and assurances a potential guardian or caregiver wants to know.
- Become better equipped to respond to the need to plan and resources available for help.
About the speaker
Presented by Gordon Holmes
Financial Advisor | Special Care Planner
Gordon Homes is a Certified Financial Planner Professional whose practice focuses on Financial and Estate Planning for families who have a child or dependent with special needs. He has a unique perspective through his experience both as a financial professional and parent. He assists with Financial and Government Benefit issues faced by families, including access to legal professionals, Special Needs Trusts, Guardianship, Social Security and Medicaid.
A frequent speaker at parent groups, state and national conferences, he has contributed to articles in the Washington Post, New York Times and Kiplinger’s Personal Finance.
Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC www.SIPC.org, OSJ 900 East 96th Street, Suite 300, Indianapolis, IN 46240 | 9960 Corporate Campus Drive, Suite 1100, Louisville, KY 40223 | 2365 Harrodsburg Road, Suite A300, Lexington, KY 40504. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201908-216243
(Monday) 11:45 am - 1:45 pm
Ramada Conference Center
305 E Washington Center Road, Fort Wayne, Indiana, 46825