We are working on gathering the best resources for you and your family! In the meantime, sign up for one of our events or download the presentation from our past events below!
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
