Presenter: Cortney Heykoop, ChSNC Financial Advisor Clover Leaf Wealth Strategies   Description: Planning for the financial future of an individual with disabilities often involves balancing two important goals: preserving eligibility for public benefits while still allowing families the ability to save, invest, and provide meaningful quality of life. This seminar breaks down two of […]

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]