Retirement Planning for Parents of Loved Ones with Special Needs

Supporting families with planning, resources, and financial assistance to secure the future of loved ones with special needs.

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Retirement Planning for Parents of Loved Ones with Special Needs

This educational webinar is presented by Ryan McGuire, CFP®, ChSNC®, CPWA®, Partner and Managing Director at Oak Wealth Advisors, a fiduciary firm that specializes in financial planning for families with special needs.
In this session, Ryan will explain how retirement planning changes when you are also planning for the long-term care and financial stability of a loved one with special needs. The webinar will provide practical guidance on coordinating income planning, benefits, insurance, and long-term financial strategies to help families feel more confident about the future.

In this webinar, you will learn:

  • How retirement cash-flow planning changes when you are caring for a loved one with special needs

  • What Social Security benefits your family may qualify for, including Spousal, Child-in-Care, and Childhood Disability Benefits

  • How life insurance and long-term care insurance can support your long-term financial plan

  • Why beneficiary designations are critical when planning for a loved one with special needs

  • How to coordinate retirement income, insurance, estate planning, and investments into one comprehensive strategy 

Who should attend:

  • Parents and caregivers of individuals with special needs

  • Families planning for retirement while continuing to support a loved one with disabilities

  • Individuals who want to better understand how benefits, insurance, and retirement planning work together

  • Anyone looking for guidance on building a long-term financial plan for their family

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