Join us for a practical educational session designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning, and building a care team and support network.

What you will learn by attending the program:

How to protect eligibility for government benefits

Tools for financial planning: special needs trusts, ABLE accounts, life insurance

Legal considerations: guardianship, powers of attorney

No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 8869915.1

Speakers: Presenter, Michele Westmaas, Financial Advisor with Thrivent and member of Academy of Special Needs Planners. Co-presenter providing an attorney/legal perspective, Michelle Gonzalez-Tyler, estate planning attorney, Heritage Wealth Solutions

CLE Credit Awarded: 1.0 MCLE Credit

Price: FREE program for DCBA members. You must be signed into your DCBA account to receive FREE pricing. If you are not signed into your account, you will be charged $40.

$40 for non-members

Thank you to Arboretum Wealth & Trust Management, our presenting sponsor for the Estate Planning and Elder Law Sections.