Special Needs Planning

321 West 8th Avenue,Spokane WA 99204

27 April, 2022

Description

Please join us for an afternoon of financial education around special needs planning. Planning for the personal needs and financial security of a loved one who has a disability or special need 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®, RICP®, FIC and Susie Leifheit, CFP®, RICP®, BFA™. Lynda Clark, a Professional Guardian, will also be available to answer your questions. Lunch will be served. No products will be sold.