In the Room with Kacy Seitz: Financial Planning for the Fully Dependent Child

Recording of CPN’s In the Room event, May 2022, featuring special needs financial planner Kacy Seitz, of Northwestern Mutual. Kacy herself is a special needs mom.  When you have a medically complex child, the focus is naturally on the health of the child. Financial planning often takes a back seat to the day to day. Still, worries creep in – about the future and how to support long term care if/when your child is a fully dependent adult. Knowing how to get started with financial planning can be a puzzle. This hour covers: – Legal planning considerations including Special Needs Trusts, Letter/Memorandum of Intent and Guardianship – Financial planning considerations including how to fund a Special Needs Trust, and ABLE accounts – Finding and accessing federal benefits like SSI and SSDI, Medicaid, and waivers.