Financial Freedom for Special Needs Families

Rob has delivered this workshop for years and it follows the 9 Building Blocks for families with a special-needs member to reduce stress, preserve benefits and create a fulfilling future. Based on his award-winning and best-selling book “Financial Freedom for Special Needs Families.”

Course Curriculum

  • Building Block #1 – Dreaming about the future
  • Building Block #2 – Starting to design
  • Building Block #3 – Taking stock
  • Building Block #4 – The special-needs trust
  • Building Block #5 – Eliminating debt forever
  • Building Block #6 – Financial stability
  • Building Block #7 – Protect your family
  • Building Block #8 – Invest for your future
  • Building Block #9 – Funding the trust
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