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Topic
RettEd: Transitioning into Adulthood, Part 2 - Lifecare Planning
Description
The second in our 3-part series on topics pertaining to adulthood in Rett, this online workshop focuses on preparing for life post-high school when school services and support conclude. Geared for parents, guardians, and family members of the older teen and adult with Rett syndrome, this session will cover:
- Legal Planning: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship
- Financial Planning: How to fund a Special Needs Trust, ABLE accounts, and more
- Benefit Planning: Finding and accessing federal benefits like SSI & SSDI, Medicaid, Waivers, etc.
- Defining Your Replacement Team: What happens when you can no longer provide direct care alone?
Speaker:
Kacy Seitz is a financial planner with a Northwestern Mutual practice that serves nearly 500 special needs families in 28 states. As a special needs parent to 12-year-old Hudsyn (a friend of Samantha Brant’s daughter, Macy!), Kacy is all-too-familiar with the common fears you may have in learning about the topic of long-term planning for your child. In fact, she opened her practice in 2013 because she had difficulty finding good, sound advice to help her develop a solid plan for her daughter. Now, Kacy has personally trained and mentored hundreds of other advisors on how to do this type of planning for their clients, focusing on helping special needs families with proper financial planning throughout their lifetimes.
Thank you to our RettEd Empowerment Sponsor, Acadia Pharmaceuticals, for helping IRSF provide educational resources and support to families affected by Rett syndrome.
Medical Disclaimer: All information, content, and material provided in this webcast is for informational purposes only and is not intended to serve as a substitute for the consultation, diagnosis, and/or medical treatment of a qualified physician or healthcare provider. Always seek the advice of your physician or other qualified healthcare provider with any questions you may have regarding a medical condition.
Time
Sep 27, 2022 01:00 PM in
Eastern Time (US and Canada)
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Speakers
Kacy Seitz
ChRC, CLTC, ChSNC/ Wealth Management Advisor & Special Needs Planning Specialist
@
Northwestern Mutual
Kacy is a financial advisor in Kansas City. After six years in the financial services industry, she opened her practice with Northwestern Mutual in 2013 because she had difficulty finding good, sound advice from a variety of financial advisors who could help her develop a solid plan for her daughter. Her purpose in life is to awaken understanding and help others become empathetically aware of people with disabilities. She focuses on helping special needs families with proper financial planning throughout their lifetimes. Her book, “Every Now & Then, I Fall Apart: A Mother’s Memoir of Life After a Traumatic Birth” is scheduled to be published in 2021. Kacy leads a Northwestern Mutual study group of over 100 advisors in 31 states that focus on learning, professional development and building skills during monthly calls to better serve the special needs communities across the country.
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Hi there, You are invited to a Zoom webinar. When: Sep 27, 2022 01:00 PM Eastern Time (US and Canada) Topic: RettEd: Transitioning into Adulthood, Part 2 - Lifecare Planning Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_vNmyd9KaRkWJMITMxSoO5w After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Kacy Seitz (ChRC, CLTC, ChSNC/ Wealth Management Advisor & Special Needs Planning Specialist @Northwestern Mutual) Kacy is a financial advisor in Kansas City. After six years in the financial services industry, she opened her practice with Northwestern Mutual in 2013 because she had difficulty finding good, sound advice from a variety of financial advisors who could help her develop a solid plan for her daughter. Her purpose in life is to awaken understanding and help others become empathetically aware of people with disabilities. She focuses on helping special needs families with proper financial planning throughout their lifetimes. Her book, “Every Now & Then, I Fall Apart: A Mother’s Memoir of Life After a Traumatic Birth” is scheduled to be published in 2021. Kacy leads a Northwestern Mutual study group of over 100 advisors in 31 states that focus on learning, professional development and building skills during monthly calls to better serve the special needs communities across the country.
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