Tuesday, March 31, 6:00-8:00pm CST

Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.

In this webinar on Special Needs Planning, you'll learn:

  • How to balance your present and future needs with your loved one's present and future needs.
  • Steps to create and implement personal care, financial, and legal plans for your loved ones.
  • Sources of government benefits.
  • The role of special needs trusts, including their interactions with Supplemental Social Security Income (SSI) and Medicaid.

Join us from the comfort of your home or office!

Register Now

After registering, you'll receive an email from MEMBERS Financial Services with more information about how to participate in the webinar. Questions about this event? Email kwright@southeastfinancial.org.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2872267.1-1219-0122