| Topics Covered Include: | | - What is a Letter of Intent? Leave the seminar with a template for your plan.
- The difference between SSDI vs SSI
- Estate Planning Strategies for the Special Needs Family
- Supplemental Needs Trust vs Special Needs Trust
- ABLE Accounts – What are they? How do they Work?
| | | Presenters: | | | Josh Storms CFP, CLU, ChFC | Financial Advisor, Northwestern Mutual |
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| Joel Mullen, JD | Estate Planning Attorney, Mullen & Guttman | (Joel will not be present for the Lunch session) |
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| ***Please know that it is okay for your child to attend. | | Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Joshua Earl Storms is an Insurance Agent of NM. | |
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