Caregiver Workshops

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IN PERSON Financial Future and Estate Planning for the Special Needs Family 5/13

Tuesday, May 13, 2025, 6pm to 8pm
DSAMT, Capital Wealth Advisors, and Special Needs Law Center, Maurer & Gardner, PLLC present information to help you understand how the family is protected if something happens to the primary care person today, preparing for the age of 18 to maximize government benefits, and how your child will be taken care of when you can no longer care for them. Issues discussed will include taking advantage of government benefits and protecting your child’s eligibility, estate planning (wills, powers of attorney, and conservatorships), special needs trusts and funding options, and letters of intent.
PRESENTED BY:
Matt Moser, ChSNC, MBA, Special Needs Planner, Capital Wealth Advisors, LLC, https://www.capitalwealthadvisor.com/special-needs/
-Cynthia E. Gardner, Attorney at Law, Special Needs Law Center, Maurer & Gardner, PLLC, www.tnsntlaw.com
DSAMT Office
1310 Central Court
Hermitage, TN 37076

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VIRTUAL Financial Future and Estate Planning for the Special Needs Family 5/13

Tuesday, May 13, 2025, 6pm to 8pm
Meeting link: https://meet.goto.com/april7/dsamt
DSAMT, Capital Wealth Advisors, and Special Needs Law Center, Maurer & Gardner, PLLC present information to help you understand how the family is protected if something happens to the primary care person today, preparing for the age of 18 to maximize government benefits, and how your child will be taken care of when you can no longer care for them. Issues discussed will include taking advantage of government benefits and protecting your child’s eligibility, estate planning (wills, powers of attorney, and conservatorships), special needs trusts and funding options, and letters of intent.
PRESENTED BY:
Matt Moser, ChSNC, MBA, Special Needs Planner, Capital Wealth Advisors, LLC, https://www.capitalwealthadvisor.com/special-needs/
-Cynthia E. Gardner, Attorney at Law, Special Needs Law Center, Maurer & Gardner, PLLC, www.tnsntlaw.com

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