August NAIFA Live Watch Party

NAIFA LIVE:
FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY
PRESENTED BY KACY SEITZ

Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.

As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.

DURING THIS NAIFA LIVE BROADCAST, YOU WILL LEARN:

• Legal Planning Considerations: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship
• Financial Planning Considerations: How to Fund a Special Needs Trust & ABLE accounts
• Benefit Planning Considerations: Finding & accessing federal benefits like SSI & SSDI, Medicaid, Waivers, etc.

So that we may have a headcount for the restaurant, please register.

Location:

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304