Planning for a loved one with special needs or disabilities

From day-to-day details to long-term care, there's a lot to consider when planning for a loved one with special needs or disabilities. This webinar will touch on strategies and considerations to note in caring for your loved ones.


During this recorded event, our panel of professionals from Fidelity, Day Pitney LLP, and National Care Advisors discuss the following topics:

  • Important financial, legal, medical, and care decisions
  • Strategies and considerations to note in caring for your loved ones
  • How Fidelity can help you and your family with your special needs planning

Download transcript (PDF) | Download slides (PDF)


Presenters


Jonathan Desautels

Moderator/Vice President, Branch Leader
Fidelity Investments

Kelly Quinlan

Vice President, Advanced Planning
Fidelity Investments

Ann Koerner

President and Founder
National Care Advisors

Ken Shulman

Of Counsel
Day Pitney LLP

Meredith Greene

Partner
Day Pitney LLP