Chamber Events Calendar

Grow your network effect

Chance, opportunity and prosperity favor the connected. Through our events, programs and resources, the Chamber is providing value to our members as a connector to ideas, people and business.

Special Needs Planning Workshop

Name: Special Needs Planning Workshop

Date: October 18, 2011

Time: 6:30 PM - 8:30 PM CDT

Website: http://conta.cc/iZz1Fo

Event Description:

Question:

What does a parent of a disabled child need to know about...Special Needs Trusts, Guardianship, Estate Planning and Financial Planning?

Answer:

...as much as the legal, financial and medical providers and more...

You're invited to a free special needs planning workshop. This 2-hour special needs planning workshop will be divided into 1/2 hour sessions on these four very important topics:

Estate Planning Issues for Parents and Grandparents presented by Attorney Johanna J. Allex

Special Needs Trusts presented by Attorney Iris M. Christenson

Guardianship presented by Attorney Donald A. Himpel

Financial Planning and Funding the Special Needs Trust presented by Thomas A. Haunty, CFP, RHU, REBC, ChFC

Just a few of the questions our speakers will answer:

Which type of Special Needs Trust should we use?
How do we choose a Trustee?
Do we need to change our estate planning documents?
Do we need to change our beneficiary forms too?
When should Guardianship be obtained and is Guardianship always necessary?
How do we structure our financial strategies so our entire family is financially secure?

The workshop will be offered on 2 different dates. Please click on the link provided for more information and to register.

October 18, 2011

November 15, 2011

If you have any questions about the event or how to register, please contact: Corinn Ploessl, Marketing Assistant.