October 13, 2014

Special Needs Trusts – Large and Small

Do you have a client or a loved one with a disability who could benefit from a special needs trust? Do you have questions about public benefits and the Uniform Trust Code? Join Life Navigators for our Fall Trust Presentation.

Thursday, October 23, 2014
8:30 a.m. – 11:30 a.m.

Boelter SuperStore
Second Floor Training Center
4200 N Port Washington Rd
Milwaukee, Wi 53212

Life Navigators is one of two major special needs trust programs in the State of Wisconsin. Join our panel of experts to learn more about special needs trusts and why they are right for your client or family member with a disability. Presentation is for attorneys, estate planners, financial advisors, disability professionals and families.

Presenters include Nancy K. Schoenberg, Senior Trust Administrator at Prairie Financial Group, A Division of Waukesha State Bank; Mary Till, Trust Coordinator at Life Navigators; Elizabeth Ruthmansdorfer, Attorney at Law at Moertl, Wilkins & Campbell S.C.; and Adam Keller, CLU, CLTC, Financial Advisor at The KELLER GROUP, Northwestern Mutual.

The event will begin with registration and continental breakfast at 8:30 a.m., followed by a program at 9:00 a.m. There is no cost to attend. Seating is limited. RSVP by October 13 to Amanda at amanda@lifenavigators.org or 414-774-6255.