Retirement Planning for Parents of Loved Ones with Special Needs

The Webinar Education Program is an educational initiative led by Morgan’s Caring Connection, designed to equip families, professionals, and community partners with practical knowledge around long-term planning for individuals with disabilities.

Retirement Planning for Parents of Loved Ones with Special Needs

This educational webinar is presented by Ryan McGuire, CFP®, ChSNC®, CPWA®, Partner and Managing Director at Oak Wealth Advisors, a fiduciary firm that specializes in financial planning for families with special needs.
In this session, Ryan will explain how retirement planning changes when you are also planning for the long-term care and financial stability of a loved one with special needs. The webinar will provide practical guidance on coordinating income planning, benefits, insurance, and long-term financial strategies to help families feel more confident about the future.

In this webinar, you will learn:

  • How retirement cash-flow planning changes when you are caring for a loved one with special needs

  • What Social Security benefits your family may qualify for, including Spousal, Child-in-Care, and Childhood Disability Benefits

  • How life insurance and long-term care insurance can support your long-term financial plan

  • Why beneficiary designations are critical when planning for a loved one with special needs

  • How to coordinate retirement income, insurance, estate planning, and investments into one comprehensive strategy

Who should attend:

  • Parents and caregivers of individuals with special needs

  • Families planning for retirement while continuing to support a loved one with disabilities

  • Individuals who want to better understand how benefits, insurance, and retirement planning work together

  • Anyone looking for guidance on building a long-term financial plan for their family

Partner & Community Collaboration

We actively collaborate with:
  • Nonprofits serving families and individuals with disabilities
  • Community organizations and service providers
  • Professional partners aligned with our mission

If your organization would like to co-promote a webinar, suggest a topic, or present, we welcome collaboration.