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The Arc of NCV Lunchtime Summer Speaker Series

July 12 @ 12:00 pm - 1:00 pm

Financial Planning to Protect Benefits

Tuesday, July 12th: 12 – 1:00pm on Zoom

Presenter: Cortney Heykoop, Investment Advisor, Clover Leaf Wealth

Participants will learn the why’s, what’s, and how’s of ABLE Accounts, Special Needs Trusts, and other tips that help people with developmental disabilities avoid financial pitfalls. Special considerations may be necessary to plan for long term support while protecting benefits.

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This Summer Speaker Series includes topics relevant to supporting people with DD. Presentations will conclude with a Q&A. Bring your questions! Following events, registrants will receive an email with a link to recordings and presentation materials.

Registrants will be entered in a drawing for DOOR PRIZES at the end of the series!

REGISTER HERE for Zoom Link

Details

Date:
July 12
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Zoom