Chippewa Valley Special Needs Trust Presentation

  • Reach, Inc 2205 Heimstead Road Eau Claire, WI, 54703 United States

Looking Ahead…
Planning for the future of a loved one with special needs. 

Tuesday, May 2nd, or Thursday, May 4th, 2017

REACH, INC
2205 Heimstead Road
Eau Claire, WI 54703
 6:00 – 7:30 p.m.
RSVP at 715-839-9692 or 800-831-8185

 Taking the time to become as educated as possible empowers you to make informed decisions, take appropriate actions and help provide the highest possible quality of life for those who depend on you.  This workshop will cover the essential aspects of providing financial security for your loved one with special needs, today and into the future. Topics will include:    

Wills & Special Needs Trusts and

  • Setting goals for you and your family
  • Assessing if your current plan will be enough.
  • Special needs require specialists to get you there.
  • Putting it all together ~ implementing your plan.
  • Communicating your hopes to others.
  • Keeping your plan up-to-date

PRESENTERS:

GENE LAROCK, CLU®, ChFC®
Gene is a Wealth Management advisor and has been helping families and businesses since graduating from the University of Wisconsin-Eau Claire in 1986. Gene has helped over 1,000 families with their overall planning needs and Gene specializes in working with families that have minor or adult children with special needs. Gene has been very involved with helping families understand the needs of proper planning. He is married to Cindy and they have four children, Trenton, Derek, Meghan, and Adam. Their son Trenton has Fragile X and is twenty-nine years old.

ARIC BURCH, ATTORNEY
Aric principally advises his clients in the areas of elder law, including the use of irrevocable trusts for asset protection, medical assistance eligibility, and special needs trusts. In addition, Aric counsel’s clients on estate and trust planning, taxation, powers of attorney, probate, and trust administration. He is licensed to practice law in Wisconsin and Illinois. Aric and his wife Molly are the proud parents of seven children.  

Please register by noon on Tuesday, May 2nd, 2017
Looking Ahead: Planning for a loved one with special needs.

RSVP to Gene LaRock’s office at 800-831-8185 or 715-839-9692

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Gene LaRock is an Insurance Agent of NM.

Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their circumstances from an independent tax advisor. Aric Burch is not affiliated with Northwestern Mutual and his views do not necessarily represent those of Northwestern Mutual or its subsidiaries.