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Virtual Special Needs Estate Planning Seminar

Due to the rise in COVID-19 cases in our area as well as feedback from our registrants, this session will no longer be presented in-person. This seminar will now take place via Zoom only. A Zoom link will be emailed to all registrants several days prior to the seminar. This session will also be recorded and made available to all registrants after the Zoom session.

John Norman specializes in working with families who have children or other dependents with special needs. In this informative session, John will cover:

  • How to Protect Government Benefit Eligibility

  • Legal and Financial Issues that Pertain to your Child's Future

  • Quality of Life and Lifetime Care

About the presenter:
John has been a financial professional for over 35 years. John is currently appointed with Penn Mutual, Horner Townsend and Kent, and serves as the Chief Financial Officer for National Association of Insurance and Financial Advisors (NAIFA)-Dallas Chapter. In 2020 and 2021 John won the Five Star Wealth Management Award and was featured in Texas Monthly and the Wall Street Journal. Being the grandfather of a granddaughter on the Autism Spectrum, John has recently devoted his time and resources into becoming certified in the area of Special Needs Planning. Partnering with his daughter, John is now hosting workshops on Special Needs Estate Planning to help families provide a quality of life for their loved ones after they are gone.

Space is limited and registration is required by September 8. Have questions? Please contact Jennifer Ford.