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Financial Planning for Families Who Have Children with Special Needs
The Catholic Information Center in Grand Rapids is hosting this event
Presented by LuAnn Paletta and Catherine Jacobs
Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming. While the process may not be easy, it doesn't have to be that difficult. This workshop is designed to help you understand the basics, outline four recommended steps of action, review applicable legal documents and guidance on where to receive the professional help you need. A workbook and printed materials will be provided and each family will be entitled to complimentary consultation after attending the workshop. Catherine Jacobs is an estate planning attorney. Lu Paletta is a financial planner and registered representative with Mutual of Omaha and holds nine financial licenses. TO REGISTER 616.459.7267