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

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,


A/c No: 30998334207

IFSC Code: SBIN0050515


List of Upcoming Webinars



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.


  • 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 :


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