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Planning for the Future for a Family Member with a Disability

January 29, 2020 12:00 pm until 1:00 pm
Categories: Webinar

Please join James Traylor to review the different types of government benefits and services that can support someone living independently in the community. James will also talk about the rules, best practices and potential pitfalls for individuals with disabilities and their families.

This webinar will not be broadcast in our office. To participate, you must have access to a computer at another location – your home, office, or other facility.


Registration is required. To register, please use this link: https://register.gotowebinar.com/register/2000190174778057485 


About the Presenter:

James Traylor has spent the past several years building a practice dedicated to the special needs community. As a sibling and advocate for his little sister with special needs, James has a unique understanding of the struggles families face in planning. In addition to James’ special needs practice, he also provides traditional financial planning to clients by taking them through a comprehensive process that is person-centric. When James is not meeting with clients, he regularly provides continuing education for legal, financial and tax professionals on planning for an individual with a disability.