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“Planning for Two Lifetimes” Free Virtual Event

Monarch’s Lunch & Learn Series offers free, virtual sessions designed to empower families, caregivers and professionals with the knowledge and resources they need. Topics range from Medicaid Waivers to long-term special needs planning, led by experts in the field.
August 26th at 12pm: Join Ryan Platt, MBA, ChFC®, ChSNC™, CFBS, for Planning for Two Lifetimes, a free webinar hosted in partnership with A Special Needs Plan. This informative session will guide families through the key steps in building a lifelong support structure for a loved one with special needs, including wills and trusts, guardianship, government benefits, ABLE accounts, and Special Needs Trusts. Register through the event website link provided below.




















