Session 1: Protecting Benefits & Legal Planning
FMPTIC, in collaboration with Michele Westmaas, Thrivent Financial Advisor and parent, invites families and caregivers to a two-part educational series focused on planning for loved ones with special needs. These practical sessions are designed to help you build a secure future, protect essential benefits, and create a strong support system for long-term care and financial stability.
Session 1: Protecting Benefits & Legal Planning
📅 April 16
⏰ 6:00 – 7:30 p.m.
This session will guide participants through strategies to protect eligibility for government benefits while addressing important legal considerations such as guardianship, powers of attorney, and advance directives.
Session 2: Financial Planning Tools & Strategies
📅 April 23
⏰ 6:00 – 7:30 p.m.
In this session, attendees will explore key financial planning tools, including special needs trusts, ABLE accounts, and life insurance options, to help ensure long-term financial security and quality of life.
Together, these sessions provide valuable insights and actionable steps for parents, guardians, and caregivers who want to make informed decisions and confidently plan for the future of their loved ones with special needs.
Disclaimer: No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 8773689.1. The information we share is for educational purposes only — FMPTIC is not a legal service, and this should not be taken as legal advice. The views expressed do not necessarily represent Department of Education policy, and no federal endorsement should be assumed. Project Officer, Dr. Anna Macedonia.
