8:00 am - 10:00 am

Member Spotlight: Financial Strategies for the Special Needs Family

If you care for a person with a disability or other special needs, it’s important that you look beyond their medical care attention and the help you provide on a day-to-day basis.

How you prepare for their financial well being will make a tremendous difference in your lifestyle now and when you are no longer caring for your loved one. 

Workshop Presented By:

Bruce Sham, CLF, Special Care Planner
James McGoldrick, CLU, CASL, ChFC, Disability Income Specialist

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At this seminar, you will learn about:

• How to leave money to a child or adult sibling with special needs?

• How to create a life care plan?

• Social Security—the basics on how to file and what to expect?

• Special Needs Trusts—It’s importance and how to create one?

• Guardianship and Estate Planning question marks?

• What programs are available for a young adult with disabilities after age 18 and 21?


IABCN Member Pub, The Plough & The Stars
2nd & Chestnut Streets
Philadelphia, PA 19106

For directions, please click HERE.


8.00 – 10.00 am
• Registration, Networking & Proper Irish Breakfast
• Formal Program
• Q&A session

No charge, simply click below to confirm your attendance via email.
(in the event that you are unable to attend, kindly cancel your reservation by August 9th)

Non-Members: $20


Please contact Alanna Barry McCloskey at or call/text 215.772.3101.