Planning for a special needs family member
Date and Time
Tuesday Feb 20, 2018
12:00 PM - 1:00 PM CST
Tuesday, February 20, 2018
12:00 noon - 1:00 pm
Location
Ameriprise Financial services, Inc.
3 N. 2nd Street
Suite 200
St. Charles, IL 60174
Fees/Admission
To RSVP, please call:
(630) 762-6551
Contact Information
RSVP: Thomas G. Tarvis, CFP
Financial Advisor (630) 762-6551
Planning for a special needs family m...
Description
Join us to learn:
- Some of the types of government assistance that may be available to a special needs individual
- Tools such as tax-advantaged savings accounts and specialized trusts that may help with special needs planning
- The role that insurance can play in providing additional protection for the family
