Note: Seminar seating is limited. We invite first time attendees, only, and we request that financial advisors and agents contact us directly for an appointment to discuss referrals rather than attend our seminars.
Choosing an Appropriate Trustee for Your Child's Special Needs Trust - Saturday, Oct. 20th, 11:40am - Autism Society of Quad Cities, St. Ambrose University, Davenport
Applying for SSI and SSDI and SSDAC - Tues, Oct 2nd, 6:00pm, Arc of East Central Iowa, Cedar Rapids
|
|
 We are an independent professional firm providing specialized planning assistance to clients with disabilities and their families since 1990. We are not owned by or a subsidiary of any bank, insurance, investment, or financial services company. Our office does not provide legal, accounting or tax assistance.
Phone: (319) 862-0363 FAX: (319) 862-0354
|