Special Needs Planning with Consolidated Planning Group

Why do I need a Special Needs Attorney AND a Special Needs Financial Planner? What is the boundary between them and what do they both do for my family?


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As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your special needs family member. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. Some decisions require legal preparation and some require financial arrangements. These are especially important if you have a child who may need care for the rest of their life. Join this webinar to learn from Special Needs Attorney Lisa Shoalmire and Special Needs Financial Planner Allison Schaberg as they address situations for a special needs attorney, situations calling for a special needs financial planner, and how both can work together.

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Special Needs Planning with Consolidated Planning GroupBy Consolidated Planning Group