If you have a child, family member, or dependent with significant disabilities, it’s very important to have a good financial strategy in place for your family’s future to ensure everyone’s well being. This webinar, presented by Jennifer Joseph, Financial Advisor and Insurance Agent at New York Life Insurance, will help families learn more about how to plan ahead with insurance, and get started with your estate plan. This presentation will cover:

• Types of insurance and why they are needed (disability insurance, property & casualty insurance, health insurance/medicare, and life insurance)
• Different parts to a proper estate plan
• How to name a Special Needs Trust as a beneficiary
• Making sure proper guardians are in place
• Which assets are more tax-favorable to pass down

Jennifer Joseph is also a full-time Registered Representative of New York Life Insurance, offering financial services. Her business primarily services the Southern California area, since 2020. Ms. Joseph dedicates a portion of her time to assist in educational workshops as well as personal education sessions for the Money Management Educators Network. You are sure to enjoy her common-sense approach to the otherwise complex world of personal finance.