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24 June
Coffee and Conversations - A Special Needs Planning Seminar

Description

Join us at SimplyBe Coffee for an educational event specifically for those who care for loved ones with special needs.

During this session we'll be joined by Rob Howard, Chartered Special Needs Consultant (ChSNC®), to discuss key elements of special needs planning including:

- Understanding your government benefits and how to avoid inadvertently losing eligibility.

- How to build the right team to ensure continued lifetime support for your loved ones.

- How to avoid common mistakes we see well intentioned family members make and what to do instead.

- Strategies to coordinate and fund additional benefits through Special Needs Trusts and tax-advantaged ABLE Accounts.

The session will conclude with an open forum Q&A for you to gain additional insights from our team of professionals.

Coffee and snacks will be available for purchase from the amazing SimplyBe staff members.  Please RSVP so we can ensure there is enough seating available for all attendees.

Learn more about how SimplyBe provides "Coffee with a Cause" at their website:  https://www.tolministries.org/simplybe-coffee/

Date and Time

Tue, Jun 24, 2025

6:00p - 7:30p EST

Location

SimplyBe Coffee

208 Church Street SE
Leesburg , VA 20175
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PT1H30M

Event Registration

Will you be able to attend this event?