How To Plan For Two Generations Webinar


 

 

How To Plan For 2 Generations?

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

Join us for our second webinar to learn “how to plan for 2 generations i.e. the special needs child and for yourself.”

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

 

  1. Various Aspects of Financial Plan
  2. The Financial Planning process in 8 easy steps
  3. Elements of Financial Plan to cover so that all issues can be addressed
  4. Sample Worksheets

 

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 road-map for their future.

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. The date is 16th April 2018, Monday at 11 am.

We look forward seeing you there!!

Registration: To register for the webinar, please click here

https://mailchi.mp/15906c527a21/6gn5cqnhyb

and complete the registration form along with the fee payment. You will then receive an email with instructions for logging into the webinar. 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. This webinar cost you Rs 300 per participant and nothing else. Below are the details to make the fee payment:

NEFT

Jitendra P.S. Solanki

State Bank Of India, Surya Nagar,

Ghaziabad-201011

A/c No: 3099833420

IFSC Code: SBIN0050515

 

Paytm

9971845454 -Jitendra P.S. Solanki

 

Other Modes (Rs 10 charged through this option)

 

https://imjo.in/JTbUjv

 

 

Financial planning for special needs children families is for two generations.  Surely, the entire focus is on the child but then there are other family members too and any financial plan must include planning for both these generations. So the needs of parents, especially after retirement, and after their death, should be assessed and incorporated to complete the financial plan for a special needs child.

 

  • What are different aspects to be addressed in a financial plan?
  • How to set goals and prioritize when you have a special needs child?
  • Easy to understand 8 step financial planning process
  • Easy to use worksheets

 

All the above aspects will be our points of discussion in this webinar. Post the webinar, families will be able to understand how to start planning, what to prioritize and how to do a holistic planning for the entire family and not only for the child.

 

For more details of upcoming webinars – Financial Planning Webinar Details And Registration

 

So, if you have not yet registered for these basic webinars then do it today and attend all webinars at a cost of Rs 300!!

 

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/

 

Take a look at the free introductory webinar :

 

 

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