Developing a Financial Plan for a Person with Disabilities

Enable Savings Plan, AKC Law, Security National Bank, Heafey Hoffmann

A panel discussion on the importance of financial planning for people with disabilities.

Security National Bank - 3 Pacific Place

The purpose of any financial plan should be focused on a common strategy or goal. This is even more true when developing a plan for someone with disabilities. Making sure the pieces fit together for a lifetime of financial security is essential to the success of the plan. If you are a caregiver to someone with disabilities and are interested in learning more about financial planning, join us for this informational seminar featuring a speaker panel from a variety of industries.Diane Stewart, Director, Nebraska Enable Savings PlanAndy Deaver, Attorney at Abrahams Kaslow &amp; Cassman LLPJoe Borghoff, Trust Officer at Security National BankJeff Meuret, Pre-need Counselor Heafey Hoffmann Dworak CutlerMarcy Browning,Development Director for Duet Nebraska - Moderator A boxed lunch will be provided. If you are not vaccinated for COVID-19, please wear a mask. We will be practicing social distancing with a total of four persons per table. Maximum attendance is 40 persons.

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Developing a Financial Plan for a Person with Disabilities

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Developing a Financial Plan for a Person with Disabilities

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