Pat Bergmaier & Brian Kelnhofer will be presenting so make sure to tune in for some valuable information! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in. Families with children and other dependents with special needs, no matter what the age or dynamic, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial & [...]

Pat Bergmaier & Brian Kelnhofer will be presenting so make sure to tune in for some valuable information! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in. Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial & [...]

We want to make this presentation about YOU! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in. Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate [...]