Learning Series: Financial Planning

Financial planning for families who have special needs involves intricacies that other families do not have – SSI, SSDI, TA Waivers, Long-term care, trusts & estate planning. If assets are not properly structured, government benefits will be lost and/or personal assets will be depleted. For this reason, it’s important that you find the right team to help you set everything up.

Join us for our Learning Series, with Andrew Smidt from Northwestern Mutual. This is not a sales pitch.