Creating Financial Security for a Loved One with Special Needs

Parents of MAC Learners and Waitlist, please join us for a FREE special resource webinar on planning for financial security for you and your loved one affected by autism.

WHEN: Thursday, Sept 26 @ 12:00 – 1:00 PM CST
WHAT: Creating Financial Security for a Loved One with Special Needs
WHERE: Virtual Zoom
PRESENTED BY: CRYSTAL HERRINGTON AND TOMMY PIERCE, FINANCIAL ADVISORS WITH NORTHWESTERN MUTUAL.

Planning for a child who may become a long-term dependent for your family goes beyond traditional financial planning.  This brief, online workshop helps parents, guardians, and family members to better understand the planning our children may need during all stages of life.
Topics to be discussed include:

• Legal, Financial & Govt. Benefits Planning Considerations
• Pros & Cons of ABLE accounts
• Pros & Cons of Special Needs Trusts

When you attend the live, online event, you will get access to handouts, tools, and downloads that will help you make the most of your child’s planning:

• Overview of Special Needs Planning & Why It’s Important
• Letter of Intent (editable PDF for your customization)
• Beyond One Day at a Time brochure
• ABLE Analyzer Tool

We will not be recording this webinar. If you are unable to attend but you’d still like to learn more on this topic, please email us and we will let you know when our next workshop will occur.

GET ANSWERS TO TOPICS LIKE:

• Do I need a Special Needs Trust?
• What is an ABLE account?
• Do we / When will we qualify for government benefits?
• What is the best way to fund a special needs trust?
• Who should be on my financial security team?

This session is hosted and presented by financial advisors from Northwestern Mutual. By registering for this event, you are providing your contact information directly to Northwestern Mutual, and you may receive additional materials and communications from them. Please note that MAC Midwest operates under strict HIPAA regulations and prioritizes the privacy of all our clients and contacts. We have not shared any personal or contact   from our clients, waitlist, or newsletter with Northwestern Mutual. Additionally, MAC Midwest is not hosting or facilitating this webinar; we are simply offering it as a resource for those interested.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. NM and its subsidiaries are in Milwaukee, WI. Crystal Herrington is an Insurance Agents of NM. Investment brokerage services provided as Registered Representatives of NMIS.  Investment advisory services provided by Blake Weeks as an Advisor of NMWMC.