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 discussed 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
Enjoy a complimentary meal provided by our WhiteOak Financial Group Thrivent Community, followed by Hannah's livestream presentation and an opportunity for Q&A. For meal planning, please sign up by September 24, but walk-ins are welcome!
Call 319-366-2991 or email teresa.burkett@thrivent.com if you have questions.
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you
think may benefit to attend.
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.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
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 BrokerCheck for more information about our financial advisors.
