financial planning

Transition Planning Committee’s Legal Session Open House

The Transition Planning Committee’s Legal Session Open House will have a guest speaker talking on a variety of topics, such as guardianship and special needs trusts. This session is geared toward parents, middle school students, and high school students.

Babyfold Training Center, 612 Oglesby Ave., Normal, IL, 61761
Tuesday, February 18, 2014 - 6:00pm to 7:30pm

Free Special Needs Workshop

As a part of Money Smart Week, Attorney Steve Newbold of COUNTRY Financial and NewboldLaw is presenting a Seven Step Planning for Children with Special Needs. This workshop will cover special needs trusts, estate planning tips and include a Q&A session. Open to parents, caregivers and trustees.

  • Where: Calvary United Methodist, Room 111, 1701 N Towanda Ave, Normal, IL, 61761
  • When: Tuesday, April 23, 6:15p - 7:15p
  • RSVP: Steve Newbold by phone or email

Contact Information:

For more information on Money Smart Week, visit:

Tuesday, April 23, 2013 - 6:15pm to 7:15pm

Seven Steps to Securing the Future For Your Child With Special Needs

You are invited to a free workshop: Seven Steps to Securing the Future For Your Child With Special Needs sponsored by Central Illinois Down Syndrome Organization

This free workshop is suitable for all families with a child or relative with special needs. Every family with a child with special needs must do some legal and financial planning to help ensure that their child lives a fulfilling life in their community, even after we parents are gone. The stakes are enormous. If the child inherits more than the allowed assets, that one glitch could cause the child to lose their health insurance and other benefits. This free, informative workshop will explain the planning process that is designed to include your entire family's needs in coordination with those unique needs of your child with a disability.

  • Who:
  • Where: Calvary United Methodist Church, Rooms L2-L4, 1700 North Towanda Avenue, Normal, IL (corner of Towanda Avenue and Raab Rd)
  • When: Thursday, Feb 21, 2013, 6:30p - 8:00p

There is no fee to attend this workshop however reservation is recommended.

Reserve your spot at

Thursday, February 21, 2013 - 6:30pm to 8:00pm
Subscribe to RSS - financial planning