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