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ABC's of Planning for the Future of Your Loved One with Special Needs


Adult Enrichment / Financial & Retirement -
Winter/Spring 2026

Prepare for the future of a child or dependent with special needs by exploring essential topics such as special needs trusts, guardianship, government benefits (SSDI, SSI, Medicaid, Medicare), ABLE accounts, financial planning, and letters of intent. Gain practical strategies to protect benefits, ensure financial security, and support lifelong care and quality of life.

Special Needs Financial Advisor FA

Instructor

Our special needs financial advisor has been an advisor for nearly 30 years with a concentration in Special Needs Planning for 15 of those years. More importantly, he is the proud parent of a young adult with special challenges. He is a sought after speaker and advisor throughout CT and has helped families plan for a broad range of disabilities. Stuart's goal is to offer in-depth knowledge, compassion, and proficiency to his Special Needs Planning clients. He volunteers as the Board Chair of PLAN of CT, a non-profit that acts as a trustee for Special Needs Trusts. His time spent at many years of their meetings has taken his Special Needs Planning knowledge to a level that would have been unachievable through his regular practice.

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A-FIN007

  Special Needs Financial Advisor FA


Farmington High School : 1207
Wednesday, Jan 28
6:30 - 8:00 PM

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Min Age   16 yr.

$ 25.00
Course Fee