Gordon Homes Presentation

DSI Virtual Education Series

Presented By Gordon Homes, Financial Advisor & Special Care Planner

Thursday Nights in May on Zoom 6:30 – 8:00pm ET

Schedule:

May 6th – Government Programs and Benefits – Medicaid, Medicare, Waivers, SSI and SSDI, Adult Child Benefits, juggling Social Security and employment.


May 13th – ABLE Accounts & Guardianship – Achieving a Better Life Experience Account Advantages & Disadvantages. Guardianship, pros and cons, alternatives.


May 20th – Special Needs Trusts – First vs Third Party, Pooled & Miller Trusts. Deep dive into special needs trusts, helping you avoid costly mistakes.


May 27th – Life Care Planning – Planning for the future, family involvement and quality of life for your loved one. How it all comes together

To register, please complete the form below:

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