Skip to Content Skip to Sitemap
Vehicle Loans

Upcoming Events

Wealth Management Webinar: Essentials of Special Needs Planning

  iTHINK_WealthManagement_FullColor_Main 

 
ESSENTIAL FINANCIAL PLANNING FOR SPECIAL NEEDS WEBINAR

Hosted by Matt Stagner
Sr. Special Needs Financial Consultant, Voya Cares
 

Tuesday, June 22, 2021 at 11:00 a.m. ET

 
An entire family can be impacted when a loved one has special needs or disabilities.  Knowing where to start can be the hardest part.  We’ll help guide the way so you can focus on what matters most.  Attend our educational workshop and learn how to get started and feel ready for your financial future.

This discussion will cover four key areas:

  • Family Assets and Planning
  • Employer Benefits
  • Government Benefits
  • Legal Planning

 
Click here to register.
 


 

*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.   
FR-3490151.1-0321-0423

Karen Johnson and Global Atlantic Financial Group are not affiliated with CBSI or its representatives.  Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.

 




Events

Event Icon

Treasure Coast Food Bank on Jun 26

Learn More
Event Icon

Live Homebuyer Webinar on Jun 29

Learn More
Event Icon

Business Webinar: One Legal Mistake Can Ruin Your Business on Jun 30

Learn More
Scroll to Top