Families supporting a loved one with disabilities often face financial decisions that are both complex and deeply personal. Questions around protecting benefits, planning for the future, and coordinating care can feel overwhelming without clear guidance.
In this Special Needs Financial Planning Webinar, Northwestern Mutual Financial Advisor Stephanie Cole addresses the concerns many families share, including planning without jeopardizing SSI or Medicaid, preparing for the future when parents or caregivers are no longer able to provide support, and creating coordinated legal, financial, and caregiving plans rather than reacting to challenges as they arise.
This webinar is designed for parents and caregivers, grandparents, and advocates or professionals who support individuals with special needs.
Topics will include:
- Special Needs Trusts and ABLE accounts
- Life insurance strategies to support lifetime care
- Coordinating government benefits
- Long-term planning that goes beyond the numbers
Stephanie’s approach focuses on helping families move from uncertainty to clarity, offering practical strategies to support long-term financial security for individuals with special needs and those who care for them.
