This class provides families with practical strategies to ensure lifelong care and financial security for special needs dependents. Participants will learn about financial planning options to create a sustainable care plan. Designed to offer peace of mind, this class empowers caregivers to build a secure future for their loved ones.

FORMAT: In-Person Classroom
INSTRUCTION METHOD: Presentation/Discussion
AGES: Adults 18+
EXPERIENCE LEVEL: Any
PREREQUISITES: None
WHAT TO BRING:NA
FEE AMOUNT: Free
INSTRUCTOR NAME: Josh Gifford- Premier SW Planning

Josh Gifford is an investment advisor representative for Premier Southwest Planning Group LLC and Principal & CEO of Integrity Wealth Partners AZ LLC. He has over 13-years’ experience in retirement planning where’s he’s helped hundreds of families and businesses navigate life’s transitions. He focuses on income and estate planning — helping people manage both the accumulation phase as they build wealth during their working years, and the distribution phase in retirement when they use their savings to cover their living expenses.