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READ THIS if you have a Child or Loved One with Special Needs
 
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SPECIAL NEEDS PLANNING SEMINAR
 
Creating Financial Security for a Loved One with Special Needs
 
***Limited Seating by RSVP Only
 
Click on a time below or call 952-224-7979 to register!
 
Date:
Wednesday, April 3rd
 
 
7:30am-8:30am
Continental Breakfast
 
 
11:30am-12:30pm
Lunch Buffet
 
 
4:00pm-5:00pm
Snack Bar
 
Location:
 
 
True Friends- Camp Eden Wood
6350 Indian Chief Rd, Eden Prairie, MN 55346
 
 
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
Josh Storms CFP, CLU, ChFC
Financial Advisor, Northwestern Mutual
Jameson
Joel Mullen, JD
Estate Planning Attorney, Mullen & Guttman
(Joel will not be present for the Lunch session)
***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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