Broker Check
23 March
Growing Assets on Top of Market Growth to Provide for a Special Needs Heir


One of the most important, yet often overlooked topic in Special Needs planning is taking care of the caretaker. It's hard to think about caring for yourself when there is a large financial need for someone else in your life. Being a caretaker for a Special Needs individual can be both expensive and time-consuming. It can be hard to come up with enough money to cover your financial needs and the ongoing financial needs of your loved one simultaneously. Join Carrie Waters Schmidt MS, CFP®, CDFA®*, AWMA®, ADPA®, CSRIC™  and Terri Buechner to discover how you can grow your assets on top of market growth with a special death benefit rider that can potentially pay more than the contract value at death so there's more available to go to a Special Needs Trust.

*Carrie Waters Schmidt does not practice Divorce Financial Planning at Lincoln Financial Advisors.

Date and Time

Thu, Mar 23, 2023

12:00p - 1:00p CST


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