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Special Needs Planning

5:30 PM-6:30 PM
Tuesday, October 19, 2021

Providing for the well-being and financial stability of a loved one who has special needs can seem overwhelming, but an organized approach that incorporates all available resources can help. Understand your needs and options and build a plan for your loved one with confidence.

Join us for an educational workshop where we’ll discuss:

  • How to balance your present and future needs with those of your loved one
  • Steps to create and implement personal care, financial and legal plans for your loved one
  • Sources of government benefits
  • The role of special needs trusts, including their interaction with Supplemental Social Security Income (SSI) and Medicaid


Learn more about this seminar by calling Investment Services at 800-533-6773, ext. 2468.

The majority of our seminars are open to the general public. Check the Current Seminars listing for times and availability.

If you would like to attend a seminar that is not currently scheduled, call 608-232-5000 or 800-533-6773 and ask to speak with a member of our community partnerships team.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Mutual funds will be discussed. Investing in mutual funds involves risk, including possible loss of principal.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Investment Services at UW Credit Union.

Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.