Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group’s Financial Education Series
Do you know where to start to create a high quality of life for you and every member of your family? Have you considered what you want out of life, how to fund it and how to preserve and protect the valuable benefits for your family member with special needs?
The Blueprints financial planning process helps families with special-needs members build strong financial and legal plans. Rob’s Blueprints workshops take you through each planning step to help you move from feeling stressed and overwhelmed with your planning to confident and secure that you can fund the future of your dreams.
Blueprints is broken up into a series of nine manageable steps, or Building Blocks, and each one focuses on a crucial planning element. Rob will present these Building Blocks as a series of virtual workshops on Tuesdays from 4:00 p.m.to 5:30 p.m. MT.
Tuesday, September 29 1. Dreaming About the Future
Tuesday, October 6<><>–2. Starting to Design
<><><><><><><><><>>>3. Taking Stock
Tuesday, October 13<>—>4. Building A Foundation – The Special-Needs Trust
Tuesday, October 20<><->5. Eliminating Debt Forever
<><><><><><><><><>—-6. Financial Stability
Tuesday, October 27<><->7. Protect Your Family
<><><><><><><><><——8. Investing for Your Future
Tuesday, November 17 9. Funding the Trust
Attendance for all is encouraged, but not required. Register to reserve your spot. We hope you can join us for these free workshops!
Rob Wrubel, CFA® AIF® AEP®
Senior Vice President
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. His latest book is available now.
Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:
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