Disability Planning Presentations
When helping clients develop their Family Vision and Mission Statement and Letter of Intent, it’s inevitable that financial and legal questions arise related to Estate Planning. As part of my comprehensive approach to the development of the documents I help clients create, I partner with a highly reputable financial planning firm.
We make presentations as a team to organizations and groups around Colorado to educate on the various components that need to be considered when planning for the present and future well-being of their special needs child and their entire family.
Do you know of a company, school, social group, or other organization that would benefit from attending a presentation on the components of comprehensive disability planning? If so, please contact me today to schedule one of our complimentary presentations.