Financial Planning Webinar Details And Registration


Understanding Special Needs Financial Planning

Post Author – Jitendra Solanki

 

Dear Parents/Grandparents/Caregiver of children with special needs,

Join us for an informative webinar on special needs financial planning

The webinar is designed for you and is lead by Mr. Jitendra P.S.Solanki, RIA, CTEPTM, and CFPCM who is a financial planning expert. During the webinar he will discuss:

  • Why planning for the future is necessary for any special needs member family?
  • When to start planning?
  • The tools available for planning and what aspects to consider  
  • The role of government benefits in financial planning

Author of “Financial Planning for Families having children with special needs” Jitendra has been advising families with special needs children helping them in charting a roadmap for their future.

The webinar is scheduled on 11th April 2018, Wednesday from 11 a.m. -12.00 p.m. The webinar will take about 30 minutes followed by 30 minutes Q&A. We’ll also record the webinar and send it to you in follow up email in case you can’t make it.

We look forward seeing you there!!

Registration: To register for the webinar, please click here

https://mailchi.mp/c1fe5cc410c8/live-webinar

and complete the registration form along with the fee payment. You will then receive an email with instructions for logging into the webinar on April 11. Since we are limiting the attendance to 30 we will reserve the seats on first come first serve basis.

 

Fee: We charge a nominal fee from participant to cover the cost of our logistics. The basic webinars cost you Rs 300 and Advanced webinars cost Rs 500 per participant and nothing else. Below are the details to make the fee payment:

Jitendra P.S. Solanki

State Bank Of India, Surya Nagar,

Ghaziabad-201011

A/c No: 30998334207

IFSC Code: SBIN0050515

 

List of Upcoming Webinars

Basic

 

16th April 2018, Monday – 11.00 a.m.- 12.00 a.m.

How to Plan For 2 Generations?

Content to Cover

  • Various Aspects of Financial Plan
  • The Financial Planning process
  • Elements of Financial Plan to cover
  • Sample Worksheets

 

19th April 2018, Thursday- 11.00 a.m.- 12.00 a.m

The Scope of Estate Planning

  • Why Estate Planning is important?
  • Estate Plan Considerations
  • How to draw an effective estate plan?
  • Case Study

 

23th April 2018, Monday – 11.00 a.m.- 12.00 p.m.

Tax Planning

  • Income Tax provisions
  • Tax Planning Tips
  • Mistakes to Avoid

 

Advanced Webinars

 

30th April 2018, Monday – 11.00 a.m.- 12.15 p.m.

Retirement Planning

  • Identifying Financial Requirements
  • Estimating Life Time Expenses
  • Deriving The Future Requirement
  • Case Study

 

3rd May 2018, Thursday- 11.00 a.m- 12.15 p.m.

How to identify lifetime care cost of the child?

  • Identifying Financial Requirements
  • Estimating Life Time Expenses
  • Deriving The Future Requirement
  • Case Study

 

7th May 2018, Monday- 11.00 a.m- 12.15 p.m.

Private Trust-1

  • Why a Trust?
  • Benefits of a Private Trust?
  • Will Vs Trust
  • Living Will vs Trust
  • Durable POA vs Trust
  • How to form a Trust?
  • Considerations before a trust is created

 

11th May 2018, Friday- 11.00 a.m- 12.15 p.m.

Private Trust-2

  • How to choose a trustee?
  • Whom you can appoint as a trustee?
  • Role of professional/corporate trustees
  • How to identify Trust running cost?
  • How to Fund the Trust?
  • Sample Worksheets 

15th May 2018, Tuesday- 11.00 a.m- 12.15 p.m.

Letter of Intent

  • Not a legal document
  • Resource guide for Guardian/Trustees/
  • What to Write?
  • Sample LOI

 

18th May 2018, Friday- 11.00 a.m.- 12.15 p.m.

Investment Planning

  • Investment Avenues in India
  • What you should know about Asset Classes?
  • Inflation & Taxes
  • Asset Allocation
  • Model Portfolios

 

21st May  2018, Monday- 11.00 a.m.- 12.15 p.m.

Guardianship

  • Why Legal Guardianship?
  • How to select a suitable Guardian?
  • Whom to select?
  • Guardian vs Trustees

 

Missed the live webinars? No problem. You can access the recordings of the webinars. For more information :

http://planspecialneeds.com/how-to-access-webinar-videos/

 

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4 thoughts on “Financial Planning Webinar Details And Registration

  • April 5, 2018 at 5:15 am
    Permalink

    Sir, myself is a father of child with special needs. I am also one of the Trustees in a School where more than 95 children are being looked after with special attention. I appreciate your initiative in a different area where very less has been done or more or less ignored.

    It is my earnest request to email such material which can be distributed among these families with a special focus on “Financial Planning for Special Children” .

    Thanks.

    Reply

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