Mar
24
2010
Special Needs Financial Planning in Middleton WI
Posted by DAWN at 12:20 PM
0 comments - Categories: Events | Trainings
Troy Blodgett (Special Needs Advisor with Merrill Lynch's Special Needs Network) and Iris Christensen will provide information to help with the financial, legal & social issues involved in caring for a loved one with special needs. Topics include:
- Special Needs Trusts
- Estate planning
- Preserving government benefits
- Balancing other financial goals (retirement, college education, etc.) with special needs planning
- Trustee services
- Strategies for different special needs situations
Each attendee will receive an informational packet. The event is free and will be held from 6:30 p.m. to 8:30 p.m. on April 7, 2010, at the Middleton Public Library (Downstairs Conference Room). Please RSVP by March 31 to thebraunfamily@tds.net.