Imagine! Hosting FREE Special Needs Planning Workshops in July

Free Special Needs Planning Workshops 

Special Needs Planning is unlike traditional planning - It’s planning for two generations! 

Dates: 

Thursday, July 12, 2018 Time: 10:30 am - 12:30 pm 

and 

Monday, July 16, 2018 Time: 6:30 pm - 8:30 pm 

Location: Imagine! 1665 Coal Creek Drive Lafayette, CO 80026 

Workshop Topics Include: 

• Self-assessment of current and ideal goals for your family 
• Understanding the costs of a disability 
• Government Benefits - their role in helping to provide for your child and how to protect them - Medicaid, SSI vs. SSDI and preserving eligibility 
• The importance of having a plan in place and how to put a plan together 
• Letter of Intent/Last Wishes - creating comprehensive instructions for future caregivers 
• Guardianship - the different types, how they function and what the process looks like 
• Types of Special Needs Trusts - Individual, Third Party and Pooled Trusts 
• How to properly fund a Special Needs Trust and protect benefits 
• Case Study - reviewing the benefits of a plan 

About the Presenters: 

As a Branch Office Supervisor for over 16 years with Transamerica Financial Advisors, Inc., Erik Utzinger's goal is to help reduce clients' stress around financial matters and move comfortably into the next phase of their lives. He helps clients clarify, coordinate and manage multiple goals by providing comprehensive services tailored to their unique situations.

Andrea Turner is the mother of a lively daughter on the autism spectrum who has navigated many of the challenges unique to our community. Andrea also has an intellectually disabled and autistic sister and she fully understands how one member with a disability can affect the whole family. She learned early on that careful planning for the future is essential. With lessons learned through dedicated advocacy for her own daughter and as a Registered Representative with Transamerica Financial Advisors, Inc. she guides families in appropriate planning for their unique situations.

Please RSVP to Andrea Turner by July 6, 2018 (301) 351-5795 andrea.turner@tfaconnect.com