Loading Events

« All Events

  • This event has passed.

Whole Story Planning Event – ABLE vs Special Needs Trusts: An In-Depth Discussion

March 7 @ 1:00 pm - 2:00 pm

As a fellow special needs parent, Kacy Seitz knows the importance of crafting a whole story plan that considers the complexity of each family’s unique situation. In 2013, she created her wealth management practice Whole Story Planning, devoted to helping Special Needs families like hers. In this short workshop, Kacy guides parents, guardians, and family members like you to better understand the planning your children may need during each stage of life. Topics included: • Legal, Financial & Benefits Planning Considerations • Pros & Cons of ABLE accounts • Pros & Cons of Special Needs Trusts Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment. Let’s craft the next chapter of your Whole Story together.


Whole Story Planning
View Organizer Website