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Join Us for these Live Webinars

Tue, Jul 29 at 10:00 am MDT
Smart Social Security Strategies for Special Needs Planning

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Description

Brought to you by the Special Needs Planning community: One of the keys to proper Disability & Special Needs Planning is to help a family take advantage of every possible public benefit, while working to build independence from them. Many of our loved ones will outlive us. When they do, we must leave sufficient funds in the right vehicles to support their remaining life. The only way to know how much to leave behind, is to first understand what they can expect to receive--often in the form of SSI or SSDI. 

In this discussion, we will focus on crucial social security strategies to maximize benefits to disability families. 

Speakers

Tanner Withers, Founder/Advisor

Fri, Aug 15 at 2:00 pm MDT
Tax Talk with Larry

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Description

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In August, Larry will be joined by Brian Wruk and they will be discussing Canada/US Taxes

If you have questions ahead of time, you can send them to learning@onefpa.org. 

Speakers

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates


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Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.