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Please join us for our next Parent/Caregiver Support Meeting coming up on Wednesday, October 15th, at 7pm-8:30pm. This meeting will be held both in person at our campus located at 801 Griswold St., Northville, MI 48167, as well as online via MS Teams. This month we are excited to be joined by Minoti Rajput, CFP®, ChSNC® of Secure Planning Strategies, who will be providing a Complementary Educational Workshop to our members on the following:Life planning for children with special needs with updates on Medicaid Benefits and Secure Act 2.0
In this session, speaker Minoti Rajput will explain the importance of special needs planning strategies and will address questions for both planning and key components of the Able Act.
These valuable topics will be covered:
What will happen to my loved one when I am no longer here?
What is a special needs trust and what type should I create?
How does the Able Act work?
Why wills and trusts alone may not work.
What are the government benefits and can and will they be enough?
What are my child's future housing options?
How well do your child's future caregivers know your Estate plans?
Have you provided instructions for your child's future advocate?
Do you have a Letter of Intent?
How will the 2019 Secure Act impact your planning?
Planning for a child with special needs should begin as early as possible.
Adult siblings and grandparents will benefit from information provided at this workshop.
Important Note: Seating for this workshop is limited. Please RSVP at the link below, or by sending an email to Nawal Hamade at [email protected] to secure your seat.
About your speaker, Minoti Rajput:
Minoti Rajput is a Certified Financial Planner and Chartered Special Needs Consultant with an MBA. She founded Secure Planning Strategies nearly four decades ago, focusing on financial and estate planning for affluent professionals and business owners. A national expert in special needs planning, Minoti has assisted over 1500 families, dedicating her career to ensuring lifelong care for individuals with disabilities. She is also the author of “Beyond a Parent’s Love,” a testament to her commitment to special needs advocacy. Minoti’s passion extends to empowering women in financial independence and contributing to the community through her volunteer work with various special needs organizations. She lives in West Bloomfield, Michigan, with her family.
About Secure Planning Strategies:
“Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. With over 35 years of experience our advisors utilize a comprehensive financial planning approach to provide a detailed review and analysis of all facets of an individual’s personal and financial situation.
At Secure Planning Strategies we have a deep respect for our clients, a multi-generational team supported by a family-oriented culture, and a commitment to excellence. We are your partner in creating a more secure future for yourself and the ones you love. We pride ourselves in truly understanding our client's unique needs and helping them make educated financial and life planning decisions.”
For additional information about Secure Planning Strategies, please visit their website at www.spsfinancial.com
We look forward to seeing you on Wednesday, October 15th!
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Event Venue & Nearby Stays
801 Griswold St, Northville, MI, United States, Michigan 48167