Replays - New Retire Secure Book!

Welcome to the Replay Page for the February 12, 2024 Retire Secure for Parents of a Child with a Disability Virtual Summit!

This live Summit on Zoom featured the three co-authors of the new best-selling book, Retire Secure for Parents of a Child with a Disability. The three speakers covered their respective areas of expertise to provide you with the highest quality information to help your child with a disability.

Above are links to watch recordings of Session 2, Trust & Estate Planning for Families with a Special Needs Child with Julieanne Steinbacher and Session 3, How Strategic Roth IRA Planning Can Make Your Disabled Child Financially Secure for Life with Jim Lange.

No full replay of Session 1, Critical Steps to Get Your Child Approved for SSI or SSDI in Order to Receive Cash Benefits, Tuition, Medical, and Other Benefits with Deborah McFadden, will be available but we may make some video snippets from that event available on this page in the coming weeks.

Useful Links