General Meeting

General Meeting Tuesday, September 24, 2019

“Double Complexity – Elderly Parents Caring For Adult Children with Mental Illness”

Planning for an adult special needs individual is even more complex now as the parents, as caregivers, are facing their own life planning challenges. Aging parents are facing declining physical and mental health. Their need for long term care and their inability to make financial decisions requires additional planning. Further, turbulent economic conditions, changes in the Medicaid and health care laws, as well as estate planning laws require re-assessing their current plan. The speakers will review the current planning challenges and will address frequently asked questions.

 

  •  How do we take care of our needs in addition to providing care for our loved ones?
  • How do we protect our assets for the surviving family members in the event of our own Long-Term Care needs?
  • Will my Long-Term Care insurance and Medicare be enough to pay for my Long-Term care expenses?
  • What are my child’s future housing options?
  • What is the role of a Geriatric Care Manager?
  • What is the Able Act?

We urge all Family Members to attend with the adult children and future trustees

Speakers, Minoti Rajput, CFP®, ChSNC® Mehul Mistry, CFP® ChSNC® and Elinor Ho, ChFC®, ChSNC® of Secure Planning Strategies will explain the importance of Special Needs planning strategies.

Minoti H. Rajput, CFP®, ChSNC® – Principal Advisor

With over 35 years in the financial services industry, Minoti’s primary area of specialty lies in developing and implementing financial and estate plans for families with special needs members, affluent professionals, business owners and retirees. She is actively involved in multiple organizations which  service the special needs community, and is the recipient of the Michigan Governor’s Honor Roll for outstanding  community service for the special needs population.

Mehul S. Mistry, CFP®, ChSNC®– Senior Advisor

With nearly 20 years in the financial services industry, Mehul is dedicated to the success of our clients and our firm, and values the importance of building long-term personal relationships in helping clients reach their financial goals. When working with families with special needs children, he provides valuable insight in helping to create their unique estate and financial plans.

Elinor K. Ho, ChFC®, ChSNC® – Principal Advisor

With over 20 years in the financial services industry, Elinor strives to help professionals, small business owners and families retire comfortably and confidently by utilizing asset preservation strategies, risk management and hand-holding them through life’s challenges and transitions. Elinor is also passionate about empowering women to be financially independent, and assisting special needs families.

St. John Providence Hospital Medical Building 8th Floor at 22250 Providence Drive, Southfield, MI
7:00 p.m. – 9:00 p.m.
Free Parking across from main entrance to Medical Building

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