Instructor: G. Trone Sawyer

Join TRONE SAWYER, Financial Advisor for a one-on-one workshop to discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless
of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately.

This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help ensure the type of care and quality of life for a loved one’s well-being today and tomorrow.

Class Fee: $0.00

Must be used by 30th June, 2023

Age 21 and up.

G. Trone Sawyer

My name is Trone Sawyer, and I've been a Financial Advisor for 14 years. Prior to moving to Nashville, I grew up in Memphis where I served as a Youth Minister in the Episcopal Church. I live in Nashville with my wife and two daughters. I love to travel, fly fish, and cook.

My goal is to build relationships with my clients. Financial planning is about more than finances- it's about helping my clients to preserve and grow their assets in a way that meets their personal goals. Each client is unique, and my work is tailored to address each client's individual situation. I work each day to ensure my clients have the confidence that comes from knowing that they have a trusted advisor who puts their needs first.