When

Tuesday, July 11, 2023 from 12:00 PM to 1:00 PM EDT
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Where

This is an online event. 
 

 
 

Contact

Shaun P. Hoyle, Director of Training and Professional Development 
The Florida Center Training Institute, a program of The Florida Center for Early Childhood 
941-371-8820, ext 1007 
shaun.hoyle@thefloridacenter.org 
 

Financial Planning for Families with Special Needs 

 

Learn how to prepare for two generations of financial securty and create a special needs plan.

This presentation will educate individuals with a special needs child how to prepare for two generations of financial security, and to build a team to cover the key aspects of a special needs plan.  It is common for parents to worry about their children's future, however, when your child has disabilities or special healthcare needs, there are additional concerns.  Learn about the options you have today and what you can create for the future.

Takeaways:

  • How to create a financial plan for your family.
  • What a special needs trust is and why you need one.
  • Building a team for your special needs plan.
  • Developing your special needs plan
  • Benefits of an ABLE plan.

 

PRESENTERS:

    

 

Eddie Perez-Ruberte,  Financial Advisor

From an early age, Eddie was taught to give to others, to the community, to church. This is a central part of his practice and his life.  Eddie spent 10 years as an engineer in the aerospace industry and another 10 years in healthcare prior to becoming a financial advisor.  During all that time, he always aspired to make a difference. While he did contribute to make the friendly skies safer and healthcare safer and more reliable, he still wanted to do more. That is why he embarked on this journey to be a financial advisor! To share his knowledge and empower people to make informed decisions!  

Anna Grinchuk, Financial Advisor

Anna's mission is to empower individuals to build long-term wealth and achieve financial independence. She believes that everyone deserves access to the knowledge, tools, and resources necessary to take control of their financial future. She is committed to helping close the gender wealth gap, while ensuring her clients live their best life, plan for the future, and create a lasting legacy. Relationships are so important to her and her  clients are an extension of her family. She partners with organizations that support the special needs community, families, and finlit.