Presented by our Chartered Special Needs Consultant^R and CERTIFIED FINANCIAL PLANNER^TM Alexander Petsis, we learn that planning for the personal needs and financial security of a loved one with a disability may seem overwhelming but it doesn't have to be that difficult.

It’s important to take the time to understand the basics, get the professional help you need, and proceed in an organized fashion.

This presentation will present the basics of special needs planning, and suggest some strategies that may be appropriate for you.