Description

Raising or supporting a loved one who is neurodivergent comes with unique questions about the future. This educational seminar is designed for parents and guardians who want a clearer understanding of how to plan ahead with confidence and intention.

During this session, we'll talk about how financial planning for individuals with special needs can look different from traditional family planning, and how those differences can impact long-term care, independence, and quality of life. The goal is to provide helpful information, practical considerations, and a starting point for ongoing planning conversations.
Topics will include:

• Long-term planning considerations for families supporting a loved one with special needs
• How special needs planning differs from traditional financial planning
• Estimating lifetime care, support, and quality-of-life needs
• Planning for adulthood, guardianship, and different levels of independence
• Aligning financial decisions with your family's goals and care priorities
• Why it's important to coordinate financial, legal, and care planning

This seminar is educational only and non-product-based, with no sales or obligation to work with the presenters from New York Life Company. A general Q&A will follow the presentation, and families will be encouraged to keep learning and planning at a pace that feels right for them. Additional educational and community resources will also be shared.
This session is meant to be supportive, informative, and empowering for families navigating the many planning decisions that come with supporting a loved one with special needs.
Light refreshments will be provided.

Age Category

Adult 14+

Location

8102 E. Jackrabbit Road, Scottsdale, AZ 85250