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Whole Story Planning Event – How to Develop a Life Plan for Your Child with Disabilities

March 5 @ 2:00 pm - 3:00 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 Planning Considerations: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship • Financial Planning Considerations: How to Fund a Special Needs Trust & ABLE accounts • Benefit Planning Considerations: Finding & accessing federal benefits like SSI & SSDI, Medicaid, Waivers, etc. 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
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