Planning for Special Needs Individuals and Their Families

Join us virtually, for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant® designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.

Topics discussed will include:

• Resources: state, local and federal

• How personal financial planning impacts special needs planning

• Medicaid and Medicare

• Support options

• Special needs trusts

• IEP vs. 504

• ABLE accounts

• Tax considerations

This is a virtual event. The Zoom link will also be sent out in reminder emails.

This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.

No products will be sold. For additional disclosures, see Thrivent.com/social.