Financial Freedom for Special-Needs Families – planning essentials


Families with special-needs members do not plan because they don’t know where to start and are afraid to begin.

Financial Freedom for Special Needs Families helps families get started, first by taking time to address their fears and then by taking them through a step-by-step process on how to put the right plans in place to ensure a bright and fulfilling life for the entire family.

This webinar covers essential reasons to plan and helps you get motivated to take action.

At the end of this webinar, you will know what steps to take next, the role of the special-needs trust and how to stay motivated to preserve benefits, get out of debt and build a strong financial life to seek the highest quality of life for each member of your family.

About Rob:

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Rob Wrubel, CFP® AIF® AEP® is the best-selling, award-winning author of Financial Freedom for Special Needs Families and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom. Rob is the recipient of the Don Haney Award for his outstanding service on behalf of people with intellectual and developmental disabilities.

As a parent of a daughter with Down syndrome and as a professional working with families across the country, Rob Wrubel understands many of the issues faced by families with a member with an intellectual or developmental disability. He works with those families to put financial plans in place that take into account estate and legal issues, potential government benefits and the medical and social needs of the individual.

Rob Wrubel, CFP® AIF® AEP® is a Senior Vice President with Cascade Investment Group, Inc. Founded in 1993 with a mission to enhance and protect the financial well-being of its clients, Cascade Investment Group is an independent, locally-owned firm made up of professionals with over 100 years of combined investment and planning experience. At Cascade Investment Group, Rob works with families with a special-needs member, professionals and non-profit organizations on investment management, retirement plans and financial planning.

Rob has three children and his middle daughter has Down syndrome. Rob heads the investment committee of the Pikes Peak Community Foundation. He has served as President of the Board for Cheyenne Village and CASA of the Pikes Peak Region. He has been on the board of directors of the Ronald McDonald House Charities of Southern Colorado and the Colorado Fund for People with Disabilities. He is also a member of the Colorado Springs Estate Planning Council.

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