Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.
Topics discussed will include:
• Resources: state, local and federal
• How personal financial planning impacts special needs planning
• Medicaid and Medicare
• Support options
• Special needs trusts
• IEP vs. 504
• ABLE accounts
• Tax considerations
No products will be sold. For additional disclosures, see Thrivent.com/social.
Register