Estate, Disability, & Financial Planning
Ages 18+
FREE | **Registration Deadline: One day prior to session**
Joel Dettwiler, ChSNC®, founder of the Quantum Group, will be hosting workshops on important planning topics. All workshops will include a brief presentation of information, general planning/lessons learned, and a question-and-answer session. Questions via email prior to all workshops are welcome, and sender will remain confidential.
Retirement to RMD’s – Ten Important Years
Thursday, September 17, 2026 | 10:00 a.m.-11:30 a.m.
Black River Beach Neighborhood Center
Have you thought about when you want to take Social Security? Is my Social Security Taxable? How about healthcare before age 65? How does Medicare work? I’m required to take money out of my IRA at what age? The years from retirement to RMD’s are the most important years for personal planning. Join us for a conversation about what you can do to make the most of your planning opportunity.
Special Needs Planning – Transition Planning for Families at Age 18
Thursday, October 22, 2026 |6:00 p.m.-7:30 p.m.
Black River Beach Neighborhood Center
Do you have a child or loved one with a qualified disability that is approaching age 18? What are the steps that need to be taken to ensure that they are receiving help and benefits they are entitled to? How does Guardianship work? What’s a Rep Payee? Does my child really need to pay rent? In this workshop, we will discuss the transition process and give you a checklist and reasonable set of resources to get you on the right path.
Your Affairs In Order – Wills, Trusts, & Beneficiaries
Wednesday, November 19, 2026 | 10:00 a.m.-11:30 a.m.
Black River Beach Neighborhood Center
Are your affairs in order? What exactly do you need to have your affairs in order? Wills, Trusts, and Transfer on Death Deeds are just a part of the process. Who will manage your estate when you pass? This workshop will present the basics of estate planning with an emphasis on the workings of Wills, Trusts, Probate & Beneficiary assignments.
Special Needs Planning with ABLE Accounts & Special Needs Trusts
Wednesday, December 9, 2026 | 6:00 p.m.-7:30 p.m.
Black River Beach Neighborhood Center
Special Needs Trusts & ABLE accounts are often mentioned by attorneys and advisors, but they are rarely defined. What is a Special Needs Trust? How does it work? What are the benefits? When is the best time to establish one? How do they work with a family’s traditional estate plan