Being a Trustee of a Special Needs Trust hosted/presented by Belvedere Wealth Partners

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

Additional Upcoming Workshops hosted/presented by Belvedere Wealth Partners:

2/17/2026-ABLE Accounts