The person at the center of the plan should also remain at the center of the conversation.
For individuals with disabilities and their families, meaningful planning extends far beyond account balances. It means understanding:
• What makes daily life work
• Which relationships and supports matter most
• How housing, benefits, caregiving, and financial resources fit together
• What a fulfilling future looks like for the individual—not just for everyone planning around them
No plan can anticipate every change. But thoughtful, person-centered planning can help families make informed decisions today while continuing to adapt as life evolves.
An overhead arrangement featuring a model accessible home with a ramp, planning folder, calendar, key, calculator, compass, and plant, connected visually by a teal ribbon.
#PersonCenteredPlanning #DisabilityInclusion #SpecialNeedsPlanning
Even in a galaxy far, far away, Robbie is still on duty. 🌌🐾
This photo from our family trip last December captures so much of what I value: time together, accessible experiences, and the people and supports that help make meaningful moments possible.
Living with a disability—and parenting a medically complex child—has taught me that every family experiences the world differently. The best support begins with listening, understanding the full picture, and respecting what matters most to the people in front of you. That perspective shapes how I approach my work every day.
For this particular day, however, the most important decision was who got to hold the lightsabers. 😊
Hannah, her husband, their three children, and her black Labrador service dog, Robbie, pose with the Mandalorian and Grogu during a family visit to Star Wars: Galaxy’s Edge.
#Accessibility #Inclusion #ServiceDog #FamilyTravel #PurposeDrivenWork #StarWars
July is Disability Pride Month—a time to recognize disability as a natural part of human diversity and to celebrate the strength, identity, and contributions of the disability community.
For me, disability pride does not mean pretending that disability is always easy. There are challenges, frustrations, and logistics that many people never see. Pride means knowing that those realities do not diminish my value, my abilities, or the fullness of my life.
My disability has shaped how I move through the world, raise my family, and serve my clients. My wheelchair gives me greater freedom and access, while my service dog, Robbie, is both a trusted working partner and a very special part of our family.
My lived experience is also deeply connected to the work I do. It has shown me how much access, thoughtful planning, and the right support can affect a person’s ability to live with greater choice, security, and confidence.
Disability pride means being fully seen—not in spite of disability, but as a whole person whose disability is one meaningful part of their story.
Happy Disability Pride Month. ❤️💛🤍💙💚
Hannah sits in her power wheelchair and reaches toward Robbie, her black Labrador service dog, outside a red building.
#DisabilityPrideMonth #DisabilityPride #Accessibility #Inclusion #ServiceDog #DisabledAndProud
This photo from last summer at the Rock & Roll Hall of Fame includes some of my favorite people—and, of course, Robbie. 🎸🐾
At the heart of the work I do is family. Every family has its own story, priorities, challenges, and hopes for the future. That is why I care so deeply about listening well, understanding what matters most, and helping people thoughtfully navigate the decisions in front of them.
My own family continues to shape my perspective and remind me that behind every decision are real people and the lives they are building together.
I’m incredibly grateful for this crew and the joy, support, and purpose they bring to my life. ❤️
Hannah, her family, and her black Labrador service dog, Robbie, pose in front of the large ROCK sign outside the Rock & Roll Hall of Fame in Cleveland.
#Family #PurposeDrivenWork #ServiceDog #RockAndRollHallOfFame #Cleveland
2nd Quarter 2024 Market Outlook: Staying the courseHear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.
Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG
Join us tomorrow 6/29 at 6pm via zoom for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics will include:
• Resources: state, local and federal.
• Medicaid and Medicare.
• Support options.
• How personal financial planning impacts special needs planning.
• IEP vs. 504.
• Special needs trusts.
• ABLE accounts.
• Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold.
Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a
subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals.
Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit thrivent.com or FINRA’s Broker Check for more
information about our financial advisors.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees,
costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on
thrivent.com/disclosures.
Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics will include:
• Resources: state, local and federal.
• Medicaid and Medicare.
• Support options.
• How personal financial planning impacts special needs planning.
• IEP vs. 504.
• Special needs trusts.
• ABLE accounts.
• Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold.
Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a
subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals.
Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit thrivent.com or FINRA’s Broker Check for more
information about our financial advisors.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees,
costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on
thrivent.com/disclosures.
Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics will include:
• Resources: state, local and federal.
• Medicaid and Medicare.
• Support options.
• How personal financial planning impacts special needs planning.
• IEP vs. 504.
• Special needs trusts.
• ABLE accounts.
• Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold.
Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a
subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals.
Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit thrivent.com or FINRA’s Broker Check for more
information about our financial advisors.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees,
costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on
thrivent.com/disclosures.
DisclosuresJoin us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics will include:
• Resources: state, local and federal.
• Medicaid and Medicare.
• Support options.
• How personal financial planning impacts special needs planning.
• IEP vs. 504.
• Special needs trusts.
• ABLE accounts.
• Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold.
Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a
subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals.
Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit thrivent.com or FINRA’s Broker Check for more
information about our financial advisors.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees,
costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on
thrivent.com/disclosures.
What Is Special Needs Planning? With Hannah Magrum, ChSNC®️ - Milwaukee Financial & Retirement Advisors | Keil FinancialHi Everyone,
We are so excited! Hannah Magrum was just a guest Jeremy Keil’s Podcast.
Hannah dives into what special needs planning is and how it differs from typical financial planning. She talks about the different services and supports available within the education system that applies to financial planning, the difficulties some families face, and her top tips for families who are uncomfortable navigating the school system.
Here is the link to the podcast: https://keilfp.com/blogpodcast/special-needs-planning/
You can listen to the podcast on your phone or computer simply by clicking on the link.
Annuities can help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/3m6E9ay
#AnnuityAwarenessMonth
How is your credit score calculated?Wondering what impacts your credit score? From your payment history to credit diversification, here are the key elements that matter.
Placing a fraud alert on your credit reports is just one way you can guard against identity theft. Find more fraud prevention tips and learn what to do if your personal information is stolen: https://bit.ly/3O7HG5w
It’s important to protect the financial assets you have built through the years. Here are ways to help protect yourself or an older adult in your life from financial exploitation: https://bit.ly/3uywcAe
Join me on Thursday, April 28 at 12:30 or 7:30 PM for an exclusive online webinar, Understanding Annuities & Social Security with Nationally Recognized Social Security Speaker, Robin Mueller.
Robin Mueller is a nationally recognized speaker and trainer on topics including social security, annuities, and financial strategies. During this webinar, Robin will explore the impact of annuities and Social Security on retirement including how to decide when to collect Social Security Benefits. Additionally, you will receive valuable insights on other considerations that you should explore before choosing retirement.
Register today: https://bit.ly/Annuities_Social_Security
No products will be sold at this event. For additional disclosures, see Thrivent.com/social
In honor of Women’s History Month, we’re celebrating all the ways women make an impact at Thrivent—from as far back as the 1900s and continuing to this day. Their leadership and dedication continue to be foundational to our success. Join our team of financial advisors and be part of an organization where women thrive. Visit thriventcareers.com to learn more.
How inflation and the conflict in Ukraine may affect your investmentsThinking about making adjustments to your investment strategy due to the current markets? Thrivent’s Chief Investment Strategist shares some thoughts to consider in his recent market update.
It’s not too late to download the 2021 Holiday Gift Guide so you can shop from the comfort of your home and make a lasting impact. When you buy gifts from the Gift Guide, each purchase you make supports a worthy cause. And you’ll be entered for a chance to win Thrivent’s Holiday Gift Giveaway. Deadline to enter the giveaway is Dec. 10, 2021. Check it out today along with the official rules: https://bit.ly/3o3nt4s
