Special Needs Planning Strategies and Financial Priorities

159 South Lincoln Street,Spokane WA 99201

23 March, 2022

Description

Please join Thrivent and the Isaac Foundation for an evening of financial education and support for family members with special needs. Planning for the personal needs and financial security of a loved one who has a disability or special needs may seem overwhelming. It is important to invest the time to understand the basics, enlist professional help and plan in an organized fashion. This presentation will present the basics of special needs planning and suggest strategies that may be appropriate. Presenters include Thrivent advisors, Steve Egland, CFP, FIC, RICP, and Susie Leifheit, CFP, RICP, BFA. Lynda Clark, a Certified Professional Guardian, will also be available to answer your questions. At the conclusion of our event we will assemble gift bags for the children at the Isaac Foundation. These will include sensory toys and other items for them to enjoy. Join us in putting together these special bags to provide a fun gift for the foundation! Dinner will be served. No products will be sold.