Estate, Disability, & Financial Planning
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.
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.
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