Planning for special needs for individuals and their families.

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

Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant® designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.

Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity to ask questions after Hannah speaks.

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

To assist with meal planning, please sign up by Wednesday, September 23. Walk-ins are also welcome. Questions? Call 319-366-2991 or email [email protected].

Ushers Ferry Lodge is ADA-accessible.

This educational event is designed for our clients and all families who wish to learn more about special needs planning. We encourage you to invite anyone who you think may benefit to attend.

This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarlity and amplify the generosity expressions of our clients.

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