2021 Special Needs Financial Planning Workshops

This information is rarely found in one place. We pride ourselves on being able to connect people and families with special needs to resources that can help them navigate the challenges presented by brain injury. Below are two sets of presentations on how to financially plan for a loved one with special needs. Each topic has multiple dates each with a separate registration link. All of the information sessions are FREE!

ABLE vs Special Needs Trusts: An In-Depth Discussion

How to Develop a Life Plan for Your Child with Disabilities

These workshops are brought to you by financial advisor with North Western Mutual, Kacy Seitz.


Kacy Seitz, CLTC, ChSNC
Financial Advisor & Special Needs Planning Specialist
 
5251 W 116th Place, Suite 300, Leawood, KS 66211
P: 913.748.0660
F: 913.362.1215
W: kacyseitz.nm.com
CA: LIC0K51616

TAGS

More posts

  • Grand Opening and 10 year anniversary!

    Everybody knows when it comes to a party, it’s ok to be tardy. But did you know when it’s time…

  • It’s Lunchtime!

    The Kitchen Unit is back! The long-awaited return of The BridgeLine Place’s kitchen unit is finally here! Members and staff…

  • The BridgeLine Place’s September Social

    Picnic at Charlottesville Elks Lodge #389 The BridgeLine Place Clubhouse was able to enjoy a lovely picnic with games at…