Host: The Quaker School at Horsham

Moderator: Jessica Zsoldos, Ed.D, Director of Outreach

Panelist:
Joanna Craney, ChFC® , ChSNC® , WMCP®
Financial Advisor
Financial Strategies for Disability Planning

Randy Hope Steen, Esq. - Disability & Tax Planning Attorney
Law Office of Randy Hope Steen
Legal Aspects of Disability Planning

Adam Earl - President
National Care Advisors
Comprehensive Care Plan

Topics Covered:
Legal Planning
Financial Planning
Three Person Retirement
Special Needs Trust Funding Strategies
Creating a Quality Life Plan
Care Management Considerations
ABLE Accounts
Maximizing and Protecting Government Benefits

^{Randy Hope Steen, Esq. and Adam Earl are not affiliated with HTK}