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Events

Planning for Special Needs Individuals and Their Families

-
Zoom

Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.


Topics discussed will include:

• Resources: state, local and federal

• How personal financial planning impacts special needs planning

• Medicaid and Medicare

• Support options

• Special needs trusts

• IEP vs. 504

• ABLE accounts

• Tax considerations


No products will be sold. For additional disclosures, see Thrivent.com/social.

Planning for Special Needs Individuals and Their Families

-
Zoom

Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.


Topics discussed will include:

• Resources: state, local and federal

• How personal financial planning impacts special needs planning

• Medicaid and Medicare

• Support options

• Special needs trusts

• IEP vs. 504

• ABLE accounts

• Tax considerations


No products will be sold. For additional disclosures, see Thrivent.com/social.

Planning for Special Needs Individuals and Their Families

Planning for Special Needs Individuals and Their Families

Zoom

link

107001

Register

Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.


Topics discussed will include:

• Resources: state, local and federal

• How personal financial planning impacts special needs planning

• Medicaid and Medicare

• Support options

• Special needs trusts

• IEP vs. 504

• ABLE accounts

• Tax considerations


No products will be sold. For additional disclosures, see Thrivent.com/social.

Planning for Special Needs Individuals and Their Families

Planning for Special Needs Individuals and Their Families

Zoom

link

107002

Register

Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.


Topics discussed will include:

• Resources: state, local and federal

• How personal financial planning impacts special needs planning

• Medicaid and Medicare

• Support options

• Special needs trusts

• IEP vs. 504

• ABLE accounts

• Tax considerations


No products will be sold. For additional disclosures, see Thrivent.com/social.

No products will be sold.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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