Note: Seminar seating is limited. We request that financial advisors and agents contact us directly for an appointment to discuss referrals rather than attend our seminars. WE do not alow recordings of our programs unless we give approval in advance.
Understanding Eligibility Rules for Government Entitlements and Assistance Programs for People with Disabilities and IC 634A vs. IC 633C2 - Tuesday, 10/01/24, 9:30am - University of Iowa Boyd Law College, Iowa City, Iowa
Understanding Miller Trust, Discretionary Supplemental Needs Trusts, and Special Needs Trusts - Thursday, 10/24/24, at 3:00pm, MercyOne, Des Moines, Iowa,
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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
Email: frank@disabilityplanning.org
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