WEBINAR: Special Needs Planning: The Basics


Join BWFA and Nicole Livingston for an informative webinar designed specifically for anyone with beneficiaries who have special needs. This session will explore key strategies to protect your loved one’s future while preserving access to essential public benefits. Don’t miss this opportunity to ensure your family’s future is secure and thoughtfully planned.

WEBINAR
AUGUST 19, 2026
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

  • Benefits of Planning
    • Memorandum of Intent
    • Financial Considerations
    • Public Benefits
  • Public Benefits
    • Supplemental Security Income (SSI)
    • Social Security Disability Income (SSDI)
    • Disabled Adult Child (DAC)
    • Section 8 Housing
  • Estate Planning
    • Third Party Supplemental Needs Trust
    • First Party Supplemental Needs Trust
  • Guardianship
  • ABLE Accounts

PRESENTERS:

TOWNSEND HORNOR, JR.
CEPS

Managing Director, Wealth Management & Executive Committee
NICOLE LIVINGSTON
CFP®, CEPS

Partner at McKenna Russo
Attorneys at Law 

For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | [email protected] | 410-461-3900
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