Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group’s Financial Education Series
The Blueprints financial planning process helps families with special needs members build strong financial and legal plans. Many parents and family members don’t know where to start to protect available government benefits, get out of debt and build funds to maintain a high quality of life for their loved one with special needs.
Blueprints is broken up into a series of nine manageable steps, or Building Blocks, and each one focuses on a crucial planning element. Rob Wrubel will present these Building Blocks as a series of workshops at The Arc of the Pikes Peak Region on Tuesdays from 4:30 p.m.to 6:00 p.m.
Tuesday, April 23 1. Dreaming About The Future
Tuesday, April 30 2. Starting To Design & 3.Taking Stock
Tuesday, May 21 RESCHEDULED DUE TO WEATHER
Tuesday, June 4 4. Building A Foundation – The Special-Needs Trust
Tuesday, June 18 5. Eliminating Debt Forever & 6. Financial Stability
Tuesday, June 25 7. Protect Your Family & 8. Investing For Your Future
TBD 9. Funding The Trust
On Tuesday, June 4, Rob will introduce Building Block #4 – “Building A Foundation – The Special-Needs Trust”.
The Special-Needs Trust is the foundation of the rest of your plan. The trust will help you preserve available government benefits – like SSI and Medicaid. This workshop will help you understand how to choose a trustee, guardian and make other significant decisions for an effective use of special-needs trusts.
Attendance for all is encouraged, but not required. Seating is limited. Register below to reserve your spot. We hope you can join us for these free workshops!
Rob Wrubel, CFA® AIF® AEP®
Senior Vice President
Rob Wrubel works with individuals, nonprofit organizations and businesses on financial planning including, asset management and asset protection, special needs planning, wealth transfer and retirement plans. Rob is a parent of a daughter with Down syndrome who works with families across the country helping them implement financial plans that take into account the unique and challenging issues they face. Rob is a sought-after speaker for special needs organizations. He’s delivered workshops and talks to organizations serving people with Down syndrome, Fragile X and other disabilities.
Rob is the best-selling author of the award winning book, Financial Freedom for Special Needs Families: 9 Building Blocks to Reduce Stress, Preserve Benefits, and Create a Fulfilling Future, aims to help families who have a member with Autism, Down syndrome, a brain injury, Cerebral Palsy or some other cause of an intellectual or developmental disability. His book was a finalist in the IBPA Benjamin Franklin Award™ program and won silver.
Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:
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