Special Needs Financial Planning X

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Registration Closed.
Last Date to Register: 11/8/2021 12:01 AM
Last Date to Cancel: 11/8/2021 12:01 AM
Agency: CESA 3
Agency Contact: Rose Cutting
Agency Assistant: Kate Hennessy 608-822-2149
Location: ZOOM Online
Facility: ZOOM Online
11/10/2021 06:30 PM - 07:30 PM

If you’ve been searching for special needs financial planning advice, you’ve probably noticed that there are not many people that can answer your detailed questions. Families, often overwhelmed and busy with other areas of life, need help developing the habits and planning skills needed to ensure that the entire family will be provided for. How will you care for yourself? How will you care for your child for the rest of their life? Do your plans now, help to guarantee the security of your family’s future? Join us for a discussion on Special Needs Financial planning to see what areas are similar to traditional planning, and what areas are quite different. Presented by Joel Dettwiler. Joel Dettwiler, ChSNC® is a financial planner and special needs planning consultant with the Quantum Group, in Onalaska, WI. Joel works with families throughout the Wisconsin & the Midwest in the areas of Family Financial Planning, Social Security, Medicaid, ABLE Accounts, Special Needs Trusts, and Letters of Intent.

Participant Cancellation Policy: You must contact CESA #3 at least one week prior to the scheduled event to cancel and receive a full refund of your registration fee. Cancellations not received at least one week prior to the registered event will be charged the full registration fee. CESA #3 reserves the right to cancel any workshop due to insufficient enrollment. Participants will be notified by e-mail or phone if a workshop is cancelled. If a participant is a 'no show' the school will be billed for the registration fee, or loss of the 'free' attendance slot. Accommodations: If you need an accommodation to participate including interpreter services (sign language or other spoken language) please email the workshop contact to set up these services. A two-week notice is appreciated. CESA #3 is handicapped accessible.