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Financial Planning for Persons with Disabilities
Sat, May 20, 2017, 10:00 AM – 1:00 PM CDT
We are offering two presentation times 10-11 and 12noon to 1:00 PM. Both sessions will offer Professional Education Credits to those that need it ($30), or no credit ($0, free) for parents/others just wanting to come and learn.
Professional Credits are available
Have questions about:
- Life Care Planning
- Special Needs Trusts
- Letters of Intent
- Preserving Government Benefits
- And other related topics
Want to be able to plan for your child's/grandchild's future? Are you getting questions from persons with disabilities and families you serve?
Jim Thompson is a Financial Services Professional with WestPoint Financial Group and heads up their dedicated Special Needs Planning Department in Peoria, which serves all of Central IL. Mr. Thompson is a Certified Financial Planner, Chartered Financial Consultant, and a Chartered Special Needs Consultant.