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Special Needs Trust Planning Workshops

A Special Needs Trust Planning Workshop will give you information on;

  • How a Special Needs Trust will protect your child’s future
  • Why a Special needs bank account is necessary
  • How to write a  Letter of wishes
  • Explain the importance of a Hospital passport
  • How to choose the right Guardians and Trustees
  • How to build financial security for your child
  • How to fund a Trust from entitlements
  • Information on rarely claimed entitlements and tax credits
  • Strategies to create a brighter financial future

At the end of the workshop, we will be available to answer any personal questions you may have.

Book Your Place?

We hold workshops all over Ireland to raise money for local charities but spaces are limited and pre-booking is essential. Please call Dolores on 021 482 3635 or email dolores@financialwellbeing.ie to secure your place.

Online Workshops

OnlineWorkshop
Alternatively, if you cannot attend one of our Trust Workshops™ in person, we do have an online video workshop available here ( Note: you will need to register to view the online workshop.)

Please select the date and location that most suits you from the calendar below – if you don’t see it why not ask your organisation to contact us and we be happy to put on a Free Workshop

Upcoming Trust Workshops™

  • No events

"What Our Families Say"

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Val Davin – Founder CANFAS

"Allan is a financial consultant specialising in families with special needs. He checks you've got all your entitlements, explains how ordinary wills DON'T COUNT with special needs children, helps with all finances and shows you how to secure your children's future.

He's helped me and many Carrigaline Area Network for Families with Autistic Spectrum members hugely. He'll also travel anywhere within Ireland. What's more, he's a really nice man!"

 

January 21, 2019