Latest Past Events

Trust Talk Tuesday – September 17, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – June 25, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Financial Fitness Friday – June 21, 2024 (via ZOOM)

Join Mark Downs, special needs financial advisor with Northwestern Mutual, for an enlightening futures financial planning presentation. Mark will focus on things to consider when developing practical strategies to ensure long-term financial stability and security for a loved one with a disability. As special needs parents, Mark and his wife have encountered the same planning […]