Special Needs Trusts - What, How, When?  (#555019-128)
Thursday, February 16, 2023   |   6:00pm-7:00pm   |   Emerson Elementary School Library
Estate, Disability, & Financial Planning 
 Ages 18+   |   FREE 
**Registration Deadline: One day prior to session**

Special Needs Trusts are often mentioned by attorneys and advisors, but they are rarely defined. What is a Special Needs Trust?  How does it work?  What are the benefits?  When is the best time to establish one?  How do they work with a family's traditional estate plan?
Zoom Option Available on Monday, February 13, 2023 at 7:00pm:
https://us02web.zoom.us/j/86492070408pwd=b1dXZGt0SGM2cFhia1hnM3BqY1RTZz09

Joel Dettwiler, ChSNC®, founder of the Quantum Group, will be hosting Zoom workshops on important planning topics.  All workshops will include a brief presentation of information, general planning/lessons learned, and a question and answer session.  Questions via email prior to all workshops are welcome, and sender will remain confidential. 

Contact Joel at jdettwiler@quantumplanners.com.