Retirement Planning Webinar


Retirement Planning

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

After successful run of our Basic webinar series, we are now starting with our Advanced webinars. Here we will discuss various aspects of special needs financial planning in detail. Check the list of our advanced webinars to see how we are going to address most of the concerns which surround a special needs dependent family.

So join us for our first informative advanced webinar on “Retirement 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:

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

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 is scheduled on 30th April 2018, Monday from 11 a.m. -12.00 p.m. The webinar will take about 45 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 advanced webinars, 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 on April 30. 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. For all our advanced webinars we will charge you one- time fee of only Rs 500 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: 30998334207 (Savings)

IFSC Code: SBIN0050515

Paytm

9971845454 -Jitendra P.S. Solanki

 

Other Modes (Rs 15 charged through this option)

https://imjo.in/5t3mzU

 

Here’s the List of Upcoming 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/Caregivers/Others
  • 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

 

 

Retirement planning for special needs families is for two generations- One for the parents and the other for the special needs child. It’s not a simple straight planning for retirement.  Various situations may arise before retirement. These depend on the type of disability, and include questions like availability of sibling support, whether there are adequate resources or are the facilities in the city adequate to consider special needs child support for years etc. How you will cope with these situations will decide how well you are prepared for retirement years.

  • How to identify financial requirement for child and for you in your retirement years?
  • How to estimate expenses for the both generations in retirement years?
  • The process to derive the future requirement i.e. for your retirement years
  • A real life case study to understand the scope of retirement planning

All the above aspects will be our points of discussion in this webinar.

 

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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