Estate, Disability, & Financial Planning
Ages 18+ | FREE **Registration Deadline: One day prior to session**
Joel Dettwiler, ChSNC®, founder of the Quantum Group, will be hosting 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.
Retirement to RMD’s – 10 Important Years (#555019-158)
Thursday, January 11, 2024 | 10:00am-11:30am | Black River Beach Neighborhood Center
Have you thought about when you want to take Social Security? How about healthcare before age 65? How does Medicare work when you reach 65? Are you required to take money out of your IRA and at what age? The years from retirement to RMD’s are some of the most important times for personal planning. Join Joel for a conversation about what you can do to make the most of your planning opportunity.
Special Needs Planning for Your Child – A Blueprint (#555019-89)
Thursday, February 8, 2024 | 6:00pm-7:30pm | Emerson Elementary School Library
Are you or your child living with a disability? Do you know who can replace you if you are no longer in your child’s life? Discover all the things you need to know and plan a full life for your child and yourself! In this workshop, discuss Special Needs Planning from early age to transition to adulthood and how to create a To Do list specific to you or your family.
Your Affairs in Order – Estate Planning for You & Your Family (#555019-167)
Thursday, March 7, 2024 | 10:00am-11:30am | Black River Beach Neighborhood Center
Are your affairs in order? What exactly do you need to have your affairs in order? Wills, Trusts, Advance Directives, and Transfer on Death Deeds are just a part of the process. Who will manage your estate when you pass? This workshop will present the basics of estate planning and discuss the myths, pitfalls, and successes that can come with creating your own estate plan.
The Disability Transition – Your Child Becomes an Adult (#555019-159)
Thursday, April 11, 2024 | 6:00pm-7:00pm | Emerson Elementary School Library
Do you have a child or loved one with a qualified disability that is approaching age 18? What are the steps that need to be taken to ensure that they are receiving help and benefits they are entitled to? How does Guardianship work? What’s a Rep Payee? Does my child really need to pay rent? In this workshop, discuss the transition process and get a checklist and resources to get you on the right path.
