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OCASG ONLINE: Financial Planning for Now and the Future
August 15, 2022 @ 7:00 pm - 9:00 pm
Planning for a child who may become a long-term dependent for your family goes beyond traditional financial planning. Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment.
Join OCASG ONLINE as we host Financial Advisor and Fiduciary, Kacy Seitz. Kacy will lead an online workshop designed to assist parents, guardians and family members to better understand the planning needed during all stages of life. Topics discussed include:Legal
Planning Considerations: Special Needs Trusts, Letter/Memorandum of Intent, Guardianship
Financial Planning Considerations: How to Fund a Special Needs Trust, ABLE accounts & other important topics
Benefit Planning Considerations: Finding and accessing federal benefits like SSI & SSDI, Medicaid, Waivers, etc.
About the Speaker
Kacy Seitz, ChSNC, CLTC, Financial Advisor and Fiduciary is a special needs parent and mom to Hudsyn, her daughter who has complex medical needs, Kacy is a financial advisor in Kansas City. After six years in the financial services industry, she opened her practice with Northwestern Mutual in 2013 because she had difficulty finding good, sound advice from a variety of financial advisors who could help her develop a solid plan for her daughter. Her purpose in life is to awaken understanding and help others become empathetically aware of people with disabilities. She focuses on helping special needs families with proper financial planning throughout their lifetimes.
Whether a family has substantial means or a few assets, it is critical to take time to develop and implement a special needs plan. There are unique circumstances along with many decisions to be made that can have a profound impact on a child’s quality of life while caregivers are living, and after they’re gone. A proper special needs plan can help avoid common mistakes and oversights that could jeopardize the lifetime support of a person with disabilities.
Kacy leads a Northwestern Mutual study group of over 100 advisors in 31 states that focus on learning, professional development and building skills during monthly calls to better serve the special needs communities across the country.
- Her boutique practice serves over 500 special needs families in 27 states.
- Chartered Special Needs Consultant (ChSNC)
- Certified Long-Term Care Specialist (CLTC)
- Kansas Governor appointed parent advocate for the Kansas Developmental Disabilities Council and the Advisory Commission for Children with Special Health Care Needs
- Children’s Mercy Hospital Family Advisory Board member, Beacon Complex Care Clinic Patient & Family
Advisory Board Chair, and a variety of other parent mentor positions held since 2014. She was named the hospital’s volunteer of the month for December 2020.
- Regular presenter and speaker for: Kansas City Special Needs Ministry Network, Archdiocese of Kansas and Missouri, National Center on Deaf-Blindness & the Children’s Center for the Visually Impaired