September 2014 HighPoint Institute:  They're 18, Now What?

When the kids get ready to leave the nest, parents and caregivers alike begin searching for ways to ease the transition. This two-part workshop will arm you with solutions to help your clients find the answers they're looking for:

Part I:  Higher (GULP!) Education?

• Paying For It - At Least 4 Types of Trusts can Help!
• Estate Plan Design - Covering All the Bases
• Is College Really Worth It? - Are we Experiencing a Paradigm Shift?

Part II:  Conquoring the Challenges of Parenting the Adult Child with Special Needs

• The Option of NOT planning
• Finding the right balance between Trusts, SSI, SSDI, Social Security & Medicaid
• Dangerous Assumptions
• Building the Team

...And much, much more!

 

Register now to earn 3 CE credits* (Life Ins, CFP, CPA) while enjoying a continental breakfast, networking & much, much more!  

Register Now! 

 

* Beginning September 1, 2014, we will be charging a nominal $25 fee to cover the costs of administering the CE credits.  If you have any questions, please call our office at 215-997-9773.