Planning for Your Dependent with Special Needs Training in Greenfield

FUSE is happy to host this training for September’s parent meeting

“Planning For Your Dependent with Special Needs”

ABLE Act, Waiver Update, Special Needs Trusts and Guardianship

Speaker: Gordon Homes, CFP®


September 8, 2015
6:30 – 8:30 pm

Greenfield Intermediate School
207 W. Park, Greenfield

A Certified Financial Planner practitioner, Gordon focuses on Financial and Estate Planning for families who have children or dependents with Special Needs. He brings a unique perspective through his experience both as an advisor and parent.  He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He serves on the MetLife Center for Special Needs Planning National Advisory Council and is active in numerous organizations that serve the Special Needs Community.

Please rsvp to Denise 317-462-9064 or register online at this link