Friday, October 03, 2008

FREE Seminar:

Please pass on ........ This is an important learning event, to PROTECT the future of your loved ones.
Planning for Families with Special Needs... Scroll down for topics covered.
* Network with folk from local support groups and agencies .Many resources available.Light refreshments will be served.

When:Tuesday, October 7th, 2008-6:30 p.m.

Where: Rosewood Ballroom
170 College Street
Macon, GA 31201

Who:Presented by Krista Dowling ,Financial Advisor -Smith Barney

PLEASE RSVP Krista.dowling@smithbarney.com
OR Tgoodridge@bibb.k12.ga.us, Nisaac@bibb.k12.ga.us

CO-HOSTED BY:
Bibb County Parent Mentors
Nalini Isaac & Terri Goodridge
Natalie Brown,Kinship Care Specialist
Middle Georgia RDC/Area Agency on Aging
484 Mulberry St 175-C Emery Highway
Suite 450 Macon, GA 31217
Macon, Ga 31208

SPEAKERS:
Krista Dowling
Financial Boone
Vice President-Wealth Management
(404) 266-6349

Seminar will cover:

Did you know that if you give a person with special needs more than $2,000 a year in his or her own name, that person may be disqualified for government benefits?

Fortunately, there are ways to protect those benefits. A Special Needs Trust is one of the key ways for your disabled loved one to receive an inheritance or gifts and still be eligible for Supplemental Security Income and Medicaid.
• Preventing the loss of government benefits, including Supplemental Security Income
• Providing additional income to facilitate a better quality of life
• The role of a trustee and how to select one
• Balancing the needs of other family members and beneficiaries

**Light refreshments will be served. Network with folk from local support groups and agencies. Many resources will be available.

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