Special Needs Trust, Long Term Planning for Caregivers & Families
Presented by Jeff Hammer, Northwestern Mutual
November 7, 2018 at Noon.
What? Join us and our guest speaker to learn how you can plan and save for your love one with a disability and your family. The objectives of this webinar are to learn different options to save money and assets while maintaining your love one’s state/federal benefits; and diminish risk for caregivers and their family members through planning.
When? Wednesday, November 7th at 12:00 p.m.
Who? Caregivers, family members, and professionals interested in learning more about financial planning for disabled individuals are encouraged to register!
Did you know? Financial advisors can assist with…
- Establishing and funding special needs trusts
- Structuring trustee services that will meet your special needs requirements
- Setting up ABLE plans
- Create financial strategies that preserve access to available state/ federal benefits
- Lessen risks for caregivers and their family members through careful planning