Contact
Debbie ReinbergTuesday, September 12, 2017
Porter Place
1001 East Yale Avenue, Denver, CO 80210
8:30 am - Networking
9:00 - Presentation
10:15 - Adjourn
HAL WRIGHT, CFP (retired)
Presents
The Angel Herrera Case Study:
The Life Plan, Estimate of Lifetime Support &
Trust Funding for a Young Woman with Down Syndrome.”
Typically, special needs planning focuses on mitigating the effects of the disability and ensuring access to government benefits. This approach usually provides only subsistence living at or below the poverty line. To provide the best possible life, parents and families will contribute from their own resources to the extent they can to support their child or loved one for their lifetime. How does a family create a practical and affordable life plan? What does it look like? How much will it cost? Is the plan affordable? How much money is needed to adequately fund a special needs or disability trust? The Angel Herrera Case Study addresses these questions.
PRESENTER
Hal Wright is a parent of an adult daughter with Down syndrome who lives in her own apartment. He is a retired Certified Financial Planner (CFP) who works with individuals, families, and financial and legal professionals to create a better life for a person with a disability. He is a nationally known speaker on the subject of special needs planning and is the author of a book published in 2013: The Complete Guide to Creating a Special Needs Life Plan (Jessica Kingsley Publishers, London). He is a registered lobbyist with the Colorado General Assembly and a member of the Executive Committee of the Colorado Social Legislation Committee. He was appointed by Governor Hickenlooper to the Colorado Developmental Disabilities Council and chairs its Legislative and Public Policy Committee. He also serves on the board of the Colorado Fund for People with Disabilities.
Please click on the box below to Register!
It is helpful for us to know how much food to bring!
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