| | | Topics Covered Include: | | | | What is a Letter of Intent? Leave the seminar with a template for your plan. The difference between SSDI vs SSI Estate Planning Strategies for the Special Needs Family Supplemental Needs Trust vs Special Needs Trust ABLE Accounts – What are they? How do they Work? | | | | | | Presenters: | | | | | | Josh Storms CFP, CLU, ChFC | | Financial Advisor, Northwestern Mutual |
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| | | Joel Mullen, JD | | Estate Planning Attorney, Mullen & Guttman | | (Joel will not be present for the Lunch session) |
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| | ***Please know that it is okay for your child to attend. | | | Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries.
Joshua Earl Storms is an Insurance Agent of NM. | | |
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