Disability Resource Series
Opportunity Enterprises hosts its Disability Resource Series throughout the year. These events involve speakers and instructions on important resources available for individuals with disabilities, their families, and their friends.
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After each presentation any handouts and the presenter's contact information will be uploaded below.
Most Recent Event:
Life Insurance For Your Loved One With A Disability
virtual workshop
Missed the Presentation?
You can view the presentation or contact the presenters using the information below
PLUS!
Participants who respond to the emailed survey after the workshop will be entered for a chance to win an OE gift basket!
Thought about utilizing life insurance within a financial plan to care for your loved one, but not sure it's right for you?
Join us for a FREE virtual workshop, hosted by Northwestern Mutual, where we'll discuss utilizing life insurance within a financial plan to care for you and your loved one with a disability. The workshop, which includes a presentation and a Q&A session, will answer:
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How do I ensure my own financial plan is secure?
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How do I start creating a financial plan for my loved one with a disability?
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How do I ensure my financial plan is secure, while caring for my loved one?
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What type of life insurance should I purchase?
Featuring Speakers representing:
Matthew R. Carothers,
CFP, CLU, ChFC, RICP, ChSNC
Wealth Management Advisor
Phone: 812.372.2858
Email: matthew.carothers@nm.com
Previous Presentation Materials
Presented by Geisen Funeral Homes
Heard about funeral trusts but don't know if they're right for you or your loved one? This workshop hosted by Geisen Funeral Homes discussed funeral trusts, pre-arranged funeral plans, and how they can benefit your family.
Funeral Trusts Presentation Materials
7.10.2019
INvestABLE Indiana savings plan allows individuals with disabilities to save money that won't be counted against asset limits for state or federal assistance. And your account earnings remain tax-free!
Savings Plan Presentation Materials
8.23.2018
Heard about Special Needs Trusts but don't know if they're right for you or your loved one? This workshop hosted by Centier Bank and Attorney Connie Bauswell discussed special needs trusts, different types of trusts, who should serve as a trustee, and the basics of public benefits.
Presented by Attorney Connie Bauswell
Special Needs Trusts
Special Needs Trusts Presentation
11.20.19