Harnessing Abilities Rounding Up Resources Financial Planning 11.20.21

Special Needs Financial Planning Resource Sheet

If you’ve been searching for special needs financial planning advice, you’ve probably noticed that there are not many people that can answer your detailed questions. Families, often overwhelmed and busy with other areas of life, need help developing the habits and planning skills needed to ensure that the entire family will be provided for. How will you care for yourself? How will you care for your child for the rest of their life? Do your plans now, help to guarantee the security of your family’s future? Join us for a discussion on Special Needs Financial planning to see what areas are similar to traditional planning, and what areas are quite different. Presented by Joel Dettwiler. Joel Dettwiler, ChSNC® is a financial planner and special needs planning consultant with the Quantum Group, in Onalaska, WI. Joel works with families throughout the Wisconsin & the Midwest in the areas of Family Financial Planning, Social Security, Medicaid, ABLE Accounts, Special Needs Trusts, and Letters of Intent. www.quantumplanners.com

File: Financial-Disability-Planning-JD11.10.21.docx

Harnessing Abilities Rounding up Resources: Special Needs Financial Planning 2.9.22

This resource sheet is designed to go along with this presentation

Looking Ahead: Financial Planning for the Future
What will happen to your child when you are no longer around to take care of them? How does the ABLE Act of 2014 impact their future? This workshop is designed to help families plan for the financial future of their child(ren), or other dependents, with special needs. Learn about eligibility for government benefits while helping to meet the needs for lifetime of care and quality of life issues. This presentation will cover estate planning, ABLE accounts, guardianship, wills and trusts, and Letter of Intent. CRN-202106-249120

Presenter: Bob is the father of a son diagnosed with autism spectrum disorder. He is also the survivor of a 1975 car accident that resulted in 22 orthopedic reconstruction surgeries. Consequently, he understands disability as both a parent and a patient. He is the founder of Special Needs Planning, LLC.

File: FinPlanResources2.9.22.docx

Health Care Transition Resources (HA RUR) 1.12.22

As we look ahead to our students/children turning 18, we need to keep an eye on health care. What steps need to be taken to move into the world of adult health care? What skills can be taught (even in middle school)? How can we tell what a student needs to know? Tim Markle from the Southern Regional Center for Children and Youth with Special Health Care Needs and the Wisconsin Youth Health Transition Initiative, and his young adult son Hunter, will be our presenters. These are resources mentioned in the presentation.

File: ResourceSheet1.12.22.docx