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Identifying Tax Benefits and Financial Planning for Families with Special Needs Children (Workshop)

Saturday, January 13, 2018 from 10:30 AM to 12:00 PM

Kensington Park Community Library
4201 Knowles Ave., Kensington, MD 20895

Contact: Debra Alvarado   Debra.Alvarado@nm.com   (240) 304-2176  

Please save the date and RSVP for this dynamic workshop that will be sure to give you the skills and techniques to maximize tax benefits and plan a sound financial future for your family.

Keynote Speaker: Eric is a Certified Financial Planner who helps families make smart financial decisions via a financial plan. He is the founder of the Special Needs Navigator. Eric is widowed, and lives with his son, William in Silver Spring, MD. William is on the Spectrum, and Eric's ties with the Special Needs community include having served on the Boards of the Arc Montgomery County and Shared Horizons, a pooled Special Needs Trust based in DC; as well as serving as a Commissioner on Montgomery County's Commission on People with Disabilities.

Eric was awarded his ChSNC - Chartered Special Needs Consultant certification through the American College in 2017 and can't wait to share what he has learned pertaining to tax benefits and financial planning.

Discussion: How to balance your finances while maximizing income tax benefits when raising a special needs child

1. Personal & Dependency Exemptions

2. Itemized Deductions & Medical Expenses

3. Qualified Deductions

4. Open discussion & Questions

*Kids are welcome. Light refreshments will be served.

Place: Kensington Park Community Library
4201 Knowles Ave., Kensington, MD 20895

RSVP to: Debra Alvarado at Debra.Alvarado@nm.com or (240) 304-2176


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