SAVE THE Date: Friday, June 13, 2025
⏰ Time: 1:30 PM – 6:30 PM

Stay ahead. Make a difference. 

Join the Heartfelt Legacy Foundation 's 2025 Seminars - Your go-to event for the latest insights in special needs planning. Empower your clients with up-to-date strategies that matter. 

For June 13th-and 14th, the topics will be the same in each day. Presenters will adjust the content of the presentation for both audiences, but the topics will be the same.

• Topic: Fundamentals of Public Benefits for Persons with Disabilities

• Topic: Real-World Applications: Studies in Special Needs Planning

• Topic: Smart Strategies For Long-Term Wealth Growth & The Secure Act 2.0

• Topic: “What Happens When...?” A Practical Workshop on Real-Life Special Needs Planning

SAVE THE Date: Friday, June 14, 2025
⏰ Time: Saturday 9:30AM - 2:30 PM

The Heartfelt Legacy Foundation invites local families to our 2025 Special Needs Seminar, where we will explore key topics in special needs planning, including:

For June 13th-and 14th, the topics will be the same in each day. Presenters will adjust the content of the presentation for both audiences, but the topics will be the same.

• Topic: Fundamentals of Public Benefits for Persons with Disabilities

• Topic: Real-World Applications: Studies in Special Needs Planning

• Topic: Smart Strategies For Long-Term Wealth Growth & The Secure Act 2.0

• Topic: “What Happens When...?” A Practical Workshop on Real-Life Special Needs Planning