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Special Needs Workshops

To help families in Utah, Special Needs Advisor John Crowley, is teaching free community education classes along the Wasatch front and online via Zoom. At these classes, parents can learn about the laws and limitations that make this specialized planning necessary. John also shares information about funding strategies as well as provides a host of resources available to parents of kids with special needs to help them through the planning process and in the care of their kids.

Upcoming Sessions

January 12, 2022

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March 3, 2022

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Additionally, John is available for consulting with individual families regarding their particular needs and funding strategies for their trusts. John understands that planning for your child’s future after you’re gone is daunting to think about but absolutely essential to take care of now. We can help!

If you'd like more information, please contact us today or email John at

Request an invite to upcoming sessions.

Thank you!