Planning for your dependent with special needs

A Certified Financial Planner™ practitioner, Gordon focuses on Financial and Estate Planning for families who have children or dependents with Special Needs. He brings a unique perspective through his experience both as an advisor and parent.  He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He serves on the MetLife Center for Special Needs Planning National

Advisory Council and is active in numerous organizations that serve the Special Needs Community.

Dinner will be provided

Please RSVP to Dee: 317-567-2005 or Djohnson30@metlife.com.