Estate, Disability, and Financial Planning: Special Needs Planning- ABLE Accounts & Special Needs Trust
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.
Special Needs Planning – ABLE Accounts & Special Needs Trusts (#555019-126)
Monday, September 16, 2024 | 6:30pm-8:00pm
Black River Beach Neighborhood Center
Are you or your dependent constantly concerned with asset limits and spend down provisions regarding Medical Assistance?
There are tools to help, and we will explain them in this seminar. There are ways to save money for the future even if one is receiving government benefits.
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