Families With Special Needs Deserve a Special Financial Plan!

We want to share this with you…

 

Upcoming free webinars for parents with special needs kiddos/adults on financial planning:

 

Tuesday, June 28th @ 10:30 AM http://app.webinarjam.net/ register/19157/8bcae19e78

Tuesday, September 20th @ 10:30 AM http://app.webinarjam.net/ register/19157/c0b47be7df

 

Families with Special Needs Deserve a Special Financial Plan

Kacy is a financial advisor with her own practice in Kansas City. She focuses on helping special needs families with long term financial planning because she’s also a parent to Hudsyn, her 5-year old daughter with complex medical needs which were the result of a birth injury. Whether a family has substantial means or a few assets, it is critical to take time to develop and implement a special needs plan. There are unique circumstances along with many decisions to be made that can have a profound impact on your child’s quality of life. A special needs plan can help avoid some common mistakes and oversights that could jeopardize the lifetime support of a loved one with special needs. Kacy has been in financial services for over eight years, received her B.B.A. from Washburn University and is fully licensed with clients in 19 states. Register for one of the below events – even if you can’t attend, you’ll be able to get a copy of the recording if you register.

There is no charge for this information and it may mean the world to a family you know or help support.

Recent attendees have said:

“Such helpful information – definitely allowed me to start thinking about the next steps in planning for our family.” M. Corona

 

“Just watched your webinar. Loved it! The thought I should have a Will never crossed my mind, let alone ABLE plans and trusts. It was extremely informative! Thank you!” M. Tilton

 

“I know we are all busy, but I cannot encourage you enough to register for this – especially since you can watch the recording at your convenience. My husband and I did our special needs planning before I knew Kacy, but we were incredibly lucky to work with a planner who was also the parent of a special needs child. These experienced people are not on every street corner. These are such difficult things to consider and talk about, but I cannot emphasize the peace of mind that comes with knowing we have a plan in place to care for our children should something happen to us. If I needed advice at this point, I would immediately talk to Kacy. She is a good person who knows all too intimately the struggles we have. Go sign up now!” ~E. Ozment

 

 

Contact info:

Kacy Seitz | Financial Advisor

 

2600 Grand Blvd, Suite 600, Kansas City, MO 64108

P: 816.412.1538  |  F: 816.412.1525  |  C: 785.224.9437

W: kacyseitz.nm.com

CA: LIC0K51616