June 18 - June 20, 2024

Financial and Life Planning Summit for Parents of a Child with a Disability

Register now for three days of financial, practical, and potentially life changing information for parents of children with disabilities.

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Financial and Life Planning Summit for Parents of a Child with a Disability
  • Expert Financial Guidance: Learn from the authors of the best-selling book Retire Secure for Parents of a Child with a Disability and discover proven strategies for securing your child's financial future.
  • Beyond Finances: Join our non-financial sessions to gain insights and practical tools for enhancing your family's overall well-being, reducing anxiety, and creating a supportive environment.
  • Access Valuable Resources: Discover a wealth of resources and tools to help you navigate the challenges and opportunities of raising a child with a disability.
  • A Diverse Range of Experts: Hear from a variety of speakers who work directly with families of children with disabilities or provide adjacent services.
  • Create a Custom Learning Experience: Choose from a variety of sessions to attend based on your individual needs and interests.

This summit, organized by James Lange, includes an incredible array of speakers who will share their advice and recommendations drawn from their respective fields of expertise. All speakers work in areas that help parents of children with disabilities either directly or through adjacent services.

Featured speakers include the three co-authors of the best-selling book, Retire Secure for Parents of a Child with a Disability. All three authors and many reviewers believe this is the best financial book for parents of a child with a disability. Their advice, recommendations, and guidance will help you optimize a long-term financial plan to provide for your child’s life-long security. Other speakers will focus on non-financial topics aimed at improving the family’s lifestyle, reducing anxiety and stress, and providing resources you can access after the Summit.

The first day of the event is a deep dive into the 3 part solution (below) that ensures your child will get the most out of what you’ve got:

  1. Get your child approved for Social Security Disability Income (SSI/SSDI), usually after the child turns age 18. Getting approved for SSI/SSDI is the golden ticket to enormous benefits. Learn more by attending Deborah McFadden’s presentation.
  2. Optimize your estate planning. Specialized information for drafting appropriate wills and trusts―particularly a special needs trust to preserve government benefits and provide money for your child. Learn more by attending Julieanne Steinbacher’s presentation.
  3. Optimize your tax strategies starting with a long-term Roth IRA conversion plan. We cover critical concepts that are straight forward and not too hard to understand, and we cover issues like how much, and when to convert, and the math of optimal vs. mediocre planning. We cover the importance of getting your child the coveted Eligible Designated Beneficiary (EDB) status that comes with SSI and SSDI, the ABLE Act, and the nuances that must be addressed if the underlying asset that will fund the special needs trust is an IRA or other retirement plan. We cover some of the best estate planning strategies including disclaimers and toggle trusts. Both concepts could potentially dramatically improve your estate plan if properly implemented. Learn more by attending James Lange’s presentations.

Free Bonuses for Attendees

Most of our speakers are offering free digital bonuses. In addition, James Lange is offering a free hardcover copy of Retire Secure for Parents of a Child with a Disability.

Please Share with Others Who May Benefit

If you know a parent or organization that would benefit by attending our free virtual Financial and Life Planning Summit for Parents of a Child with a Disability, kindly share this invitation. Everyone is welcome. Thank you!

Disclaimer: Lange Accounting Group, LLC offers guidance on retirement plan distribution strategies, tax reduction, Roth IRA conversions, saving and spending strategies, optimized Social Security strategies, and gifting plans. Although we bring our knowledge and expertise in estate planning to our recommendations, all recommendations are offered in our capacity as CPAs. We will, however, potentially make recommendations that clients could have a licensed estate attorney implement.

Asset location, asset allocation, and low-cost enhanced index funds are provided by the investment firms with whom Lange Financial Group, LLC is affiliated. This would be offered in our role as an investment advisor representative and not as an attorney.

Lange Financial Group, LLC, is a registered investment advisory firm registered with the Commonwealth of Pennsylvania Department of Banking, Harrisburg, PA. In addition, the firm is registered as a registered investment advisory firm in the states of AZ, FL, NY, OH, and VA. Lange Financial Group, LLC may not provide investment advisory services to any residents of states in which the firm does not maintain an investment advisory registration. Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment. If you qualify for a free consultation with Jim and attend a meeting, there are two services he and his firms have the potential to offer you. Lange Accounting Group, LLC could offer a one-time fee-for-service Financial Masterplan. Under the auspices of Lange Financial Group, LLC, you could potentially enter an assets-under-management arrangement with one of Lange’s joint venture partners.

Please note that if you engage Lange Accounting Group, LLC and/or Lange Financial Group, LLC for either our Financial Masterplan service or our assets-under-management arrangement, there is no attorney/client relationship in this advisory context.

Although Jim will bring his knowledge and expertise in estate planning to this workshop and to the meetings, it will be conducted in his capacity as a financial planning professional and not as an attorney. This is not a solicitation for legal services.