Webinar – “Planning for the Future of a Loved One With Special Needs Session Two: Financial Planning Tools and Strategies”
A free two-part webinar series designed to help families plan for the care, financial stability and quality of life for loved ones with special needs
Family Matters Parent Training and Information Center (Family Matters PTIC) will host “Planning for the Future of a Loved One Session Two: Financial Planning Tools and Strategies” on April 23 from 6 to 7:30 p.m.
Join Thrivent Financial Advisor and parent, Michele Westmaas, for this two-part educational series focused on planning for loved ones with special needs.
Michelle will provide tips and strategies aimed at helping families and caregivers:
- Build a secure future
- Protect essential benefits
- Create a strong support system for long-term care and financial stability
In this session, Michelle will guide attendees in exploring key financial planning tools, including:
- Special needs trusts
- ABLE accounts
- Life insurance options
Parents, guardians and caregivers will gain valuable insights and actionable steps to make informed decisions and confidently plan for the future of their loved ones with special needs.
See the financial planning webinar series event page for more details.
Register for “Session Two: Financial Planning Tools and Strategies” on Zoom.
For questions, please contact Megan Mutti at mmutti@fmptic.org.