URS Advisory Hosts Special Needs Planning for Families Panel Discussion at Els Center for Autism in Jupiter, FL
In honor of Autism Awareness Month, URS Advisory and a panel of local experts gathered at the Els Center of Excellence to discuss the lifetime journey of families with autistic children. The Special Needs Planning for Families Panel Discussion examined the unique challenges and opportunities that come with raising a child with autism.
Erik Lembcke, CFP® of URS Advisory, moderated the panel discussion, which featured insights from panelists Christa Herman Esq., Julia Lembcke, CFP®, ChSNC®, CLU®, and Corinne Poor, ChSNC® & United ABLE Account Ambassador. Each panelist brought their unique expertise to the table, providing valuable information for families with special needs children.
The panel discussion followed the story of Taylor, a 2-year-old recently diagnosed with autism spectrum disorder, and his family as they navigate various aspects of special needs planning. Topics covered during the event included applying for and maintaining government benefits, estate planning, guardianship, utilizing special needs trusts and ABLE accounts in tandem, and protecting the family and Taylor in the event of a parent’s passing.
Julia and Erik Lembcke, the financial advisors who led the event, said, “We are grateful for the opportunity to bring together professionals in various fields to provide much-needed guidance and support to families affected by autism. Our goal is to empower these families with the tools and knowledge they need to plan for their child’s future effectively.”
Attendees of the event were treated to a delicious lunch from Hibiscus Street Café during the panel discussion and had the opportunity to tour the Els Center of Excellence’s full campus afterward. The event aimed to raise awareness about autism and provide resources for families in need.
For more information about special needs planning, the panelists, or future events, please contact Corinne Poor, Relationship Manager at URS Advisory (561) 594-0100 or email info@ursadvisory.com.
The event recording has been edited and reproduced for anyone interested to register and view by visiting www.urslearn.com and typing in course code: URSSNP.
About URS Advisory
URS Advisory is team of dedicated financial advisors with extensive experience in assisting families with special needs planning. Passionate about making a difference in the lives of others, URS is committed to helping families navigate the complex financial landscape that comes with raising a child with special needs.
About the Els Center for Autism
The Els Center for Autism is a non-profit organization dedicated to creating a brighter future for individuals on the autism spectrum. With a focus on education, research, and community engagement, the Els Center aims to improve the lives of those affected by autism by providing resources, support, and innovative programs.
URS Advisory LLC does not provide tax or legal advice. Please consult a qualified attorney for assistance with any tax or legal issues such as wills and trusts. The information related to estate planning in this letter is general in nature and does not constitute tax or legal advice or a solicitation for any such service.