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10 Basic Financial Steps for Special Needs Caregivers

November 8, 2017 @ 12:00 pm - 1:00 pm

The day to day responsibilities of a caregiver can be stressful enough, let alone having to manage someone else’s financial situation.  To help caregivers improve their financial literacy and confidence in managing other people’s finances, the Credit Union of New Jersey has created a 3 part seminar series surrounding financial responsibilities of special needs caregivers.  The first part, 10 Basic Financial Steps for Special Needs Caregivers, will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs.  As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone.  There are some needs that will always be present and they must be carefully considered and planned for appropriately.  This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a Will and considering a Letter of Intent.  Taking these 10 basic steps now can help ensure the type of care and quality of life for a loved one’s well-being today and tomorrow.


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November 8, 2017
12:00 pm - 1:00 pm
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