Have you been trying to plan for the financial future for your loved one with disabilities but don’t know where to start? Do you think you don’t have enough money or savings to plan?
If you answered “yes” – The Arc Wisconsin’s webinar training resources can provide answers.
Listen to the webinar recording featuring two of the state’s leading special needs financial planners and attorneys who discuss what options are available. Learn why you might consider a special needs or pooled trust. Find out how much money you really need to start planning and what steps you can take today for a secure future.
Access the Special Needs Pooled Trust Webinar Training Slides.
Access the Special Needs Pooled Trust Webinar Recording.
This presentation covers:
- A basic introduction to Special Needs Trusts and why they are important planning tools for you to know about.
- Overview of the characteristics of Pooled Special Needs Trusts.
- Benefits of Pooled Special Needs Trusts.
- Information about Pooled Special Needs Trust options in Wisconsin.
Our financial planning experts:
Meghan M. Teigen
Meghan is an associate attorney with the law firm of Christenson Johnson, LLC, where she practices in the areas of special needs planning, estate planning, and probate and trust administration. She graduated from DePaul University College of Law and received her bachelor’s degree from the University of Wisconsin—Madison. Prior to joining Christenson Johnson, Meghan was the Associate Executive Director and attorney trust advisor with Wispact, Inc, a Wisconsin non-profit organization that manages pooled and third party special needs trusts. Meghan is a member of the State Bar of Wisconsin (including its Elder Law Section) and the National Academy of Elder Law Attorneys (NAELA).
Victor J. Schultz
Victor is the President & Chief Fiduciary Officer of Prairie Financial Group®. In this role he is charged with overseeing the day-to-day management and fiduciary issues of the wealth management division, including personal trust, retirement plan, and investment management services and solutions. Victor has been one of the leaders in modernizing and rewriting Wisconsin’s laws on trust. He is a frequent speaker and has spoken to and served on numerous committees and study groups for local bar associations, the State Bar of Wisconsin, the Wisconsin Institute of CPAs and both the Wisconsin and American Bankers Associations. He also serves on the Children’s Hospital Planned Giving Council, the Life Navigators Trust Committee, and the Wispact Attorney Advisory Council. He received his law degree from Marquette University Law School and his undergraduate degree in accounting from the University of Wisconsin.