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.
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!