Please forward this to your friends in the Special Needs Community.
Dennis Burns, CEO & Founder 515-267-2676 [email protected]
4401 Westown Parkway, Suite 300 West Des Moines, IA 50266 www.connectthedots4life.com
Jeffrey A. Raun, Vice President 515-267-2660 [email protected]
Special Needs Community 45 min. Best Practice 1b: Education - Webinar Financial Strategies for families with a person with Special Needs April, 2017 Tuesday, April 4, 12:05 pm Register Thursday, April 6, 6:05 pm Register Tuesday, April 11, 12:05 pm Register Thursday, April 13, 7:05 pm Register Tuesday, April 18, 12:05 pm Register Thursday, April 20, 6:05 pm Register Tuesday, April 25, 12:05 pm Register Thursday, April 27, 6:05 pm Register If you work in the Iowa Special Needs Community: Thank you! Are you also one of those individuals that focus on being a value-added resource to the families you serve? You know many parents may not understand the financial challenges or opportunities that are unique to people with Special Needs and/or Disabilities. Here, you can learn what they should consider. So, you will be an even more added-value resource to them.
If you are parent(s): If you are parent(s), we are here to help you understand the financial strategies: 1. For your loved one o Identify the Quality of Living you want them to have long term. o Develop funding mechanisms to ensure it. o And, do this while helping them get/keep eligibility for Medicaid, SSI/SSDI and/or Waivers. 2. For you, we will help you as you work toward achieving the same financial goals other families strive to achieve: o Plan for your own retirement, etc., as well as… o Ensure your Legacy is appropriate for your other loved ones.
So, please join us for a free 45 minute webinar. When you sign up, please know we will NEVER share any information you provide with anyone. And, when you participate in the Webinar, no one will know you are in attendance. Please note, this is Step 1b. Step 1a is a Self-study Tool. If you don’t have it, just send an email and we will attach it and get it to you in a pdf form. About Connect the Dots 4 Life: We are financial professionals in West Des Moines, IA, and serve such families across the state. We understand Medicaid, SSI/SSDI, Waivers, countable and non-countable assets and financial strategies. We have a network of relationships. We have open dialog with several dozen providers to the Iowa Special Needs Community. We have negotiated with several law firms to provide cost-effective legal documents. We have the right knowledge, processes and tools to help you. Connect the Dots 4 Life, AXA Advisors, AXA Network, Dennis Burns and Jeffrey A. Raun do not provide tax or legal advice. Please consult with your professional tax and legal advisors regarding your particular circumstances. Dennis Burns and Jeffrey A. Raun offer securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, a SEC registered investment advisor. Insurance and annuity products are offered through AXA Network, LLC. Connect the Dots 4 Life is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE-114790(5/16)(exp.5/18)