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Top Financial Mistakes to Avoid for Dependents with Special Needs

January 23 @ 6:00 pm - 8:00 pm


Not planning at all for the future is the biggest mistake a family can make, especially when it can impact a loved one with special needs.  But there are also some common mistakes that can be avoided.

We’ll review some common planning situations with the understanding that the actual plan created for an individual with special needs will be unique to their needs and lifestyle.  Avoiding these common situations can provide a significant impact on the life of a loved one with special needs today and well into their future.

Presented by: Hiram Hernandez, MBA, RICP,  Special Care Planner @ Coastal Wealth

IN PERSON at Simply Healthcare Community Center:  1905 West 35 Street, Ste 105, Hialeah, FL 33012


**Special opportunity for parent participants through a funding grant from Simply Healthcare:  5 families participating in all trainings will be selected to start their individualized financial planning and Letter of Intent with assistance from Coastal Wealth planners. 

Other trainings include:  

Government Programs for Dependents with Special Needs: Tuesday, February 27 at 6pm

Life Insurance Planning for Dependents with Special Needs: Tuesday, March 19 at 6pm


Please register individually for each workshop.


January 23
6:00 pm - 8:00 pm
Event Category:


Parent to Parent of Miami


Simply Healthcare Community Center
1905 West 35 Street, Ste 105
Hialeah, FL 33012 United States
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