BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20111116T003000Z DTEND:20111116T023000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Special Needs Planning Workshop DESCRIPTION:Question: \n \n What does a parent of a disabled child need to know about...Special Needs Trusts\, Guardianship\, Estate Planning and Financial Planning?\n\n \n \n \n \n Answer: \n \n ...as much as the legal\, financial and medical providers and more...\n \n \n \n You're invited to a free special needs planning workshop. This 2-hour special needs planning workshop will be divided into 1/2 hour sessions on these four very important topics:\n\n \n \n \n \n Estate Planning Issues for Parents and Grandparents presented by Attorney Johanna J. Allex\n\n \n\n Special Needs Trusts presented by Attorney Iris M. Christenson\n\n \n \n \n \n Guardianship presented by Attorney Donald A. Himpel\n\n \n \n \n \n Financial Planning and Funding the Special Needs Trust presented by Thomas A. Haunty\, CFP\, RHU\, REBC\, ChFC\n \n\n \n Just a few of the questions our speakers will answer:\n \n \n Which type of Special Needs Trust should we use?\n \n How do we choose a Trustee?\n \n Do we need to change our estate planning documents?\n \n Do we need to change our beneficiary forms too?\n \n When should Guardianship be obtained and is Guardianship always necessary?\n \n How do we structure our financial strategies so our entire family is financially secure?\n \n \n The workshop will be offered on the following date. Please click on the link provided for more information and to register.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n November 15\, 2011 X-ALT-DESC;FMTTYPE=text/html:\n \n \n \n \n \n \n \n \n \n \n \n
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\n Question:
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\n What does a parent of a disabled child need to know about...Special Needs Trusts\, Guardianship\, Estate Planning and Financial Planning?
\n  \;
\n
\n  \;
\n
\n Answer:
\n
\n ...as much as the legal\, financial and medical providers and more...
\n

\n  \;

\n
\n You'\;re invited to a free special needs planning workshop. This 2-hour special needs planning workshop will be divided into 1/2 hour sessions on these four \;very important topics:
\n  \;
\n
\n  \;
\n
\n Estate Planning Issues for Parents and Grandparents presented by Attorney Johanna J. Allex
\n
\n Special Needs Trusts presented by Attorney Iris M. Christenson
\n  \;
\n
\n  \;
\n
\n Guardianship presented by Attorney Donald A. Himpel
\n  \;
\n
\n  \;
\n
\n Financial Planning \;and Funding the Special Needs Trust presented by Thomas A. Haunty\, CFP\, RHU\, REBC\, ChFC
\n
\n
\n Just a few of the questions our speakers will answer:
\n
    \n
  • \n Which type of Special Needs Trust should we use?
    • \n
  • \n How do we choose a Trustee?
    • \n
  • \n Do we need to change our estate planning documents?
    • \n
  • \n Do we need to change our beneficiary forms too?
    • \n
  • \n When should Guardianship be obtained and is Guardianship always necessary?
    • \n
  • \n How do we structure our financial strategies \;so our entire family is financially secure?
    • \n
\n
\n The workshop will be offered on the following date. Please click on the link provided for more information and to register.
\n
\n
\n \n \n \n \n \n \n \n \n \n \n \n \n
\n  \;
\n

\n November 15\, 2011

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\n LOCATION:Christenson and Allex\, LLC 2997 Yarmouth Greenway Drive Suite 100 Fitchburg\, WI 53711 UID:e.1220.1162 SEQUENCE:3 DTSTAMP:20260504T021114Z URL:http://greatermadisonchamber.chambermaster.com/events/details/special-needs-planning-workshop-11-15-2011-1162 END:VEVENT END:VCALENDAR