Empowering Ability Presents a Life Plan Online Workshop
Reading is Still Fundamental

Special Needs Trusts or Able Accounts?

Hope and futureFinancial planning for a lifetime of care is a burden few understand outside our community. We don't get a roadmap of how to help and support our loved ones.  Rich, poor or in between, we'll have to make decisions. CTFSN is a Connecticut-based special needs organization. The seminar is from a Northwestern Mutual special needs financial planner, and the info will be applicable across the country. There are so many questions and pitfalls regarding finances before and after our children turn 18.  Kim

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Special Needs Trusts or Able Accounts?
Financial Planning Workshop
Hosted by CTFSN
October 12th, 2022 | 12 :30 PM
Via Zoom
Financial Planning for the future of your child. Stephen Ehrens, CPA and Wealth Advisor from Northwestern Mutual will discuss, Estate planning considerations, Special Needs Trusts, Wills, Benefits, i.e. SSI and Medicaid, Insurance and Investments. Also, how an “ABLE Account”, will provide a tax-sheltered vehicle for your child.

Featured Speaker:
Stephen Ehrens CPA, Wealth Management Advisor for Northwestern Mutual. Specializes in financial planning for
families with children with special needs and disabilities.  To learn more about Stephen, please visit:
www.stephen.ehrens.com

Please email Eric.Goldsmith@nm.com for the Zoom Link and for materials after the webinar.

Comments

Maurine Meleck

It's also possible to name stand-by guardians and done legally with your state courts.
Maurine

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