Financial Planning for Parents of Children with Special Needs

Wednesday, February 1, 2017 -
12:00pm to 1:00pm



We will discuss the impact of not having a financial plan in place and what needs to be included in a financial plan. As in estate planning, the State of Wisconsin has established a plan for special needs children and adults.


Kurt Zipp has 10 years of experience in the financial planning field. He started his professional career in 1978 as an Electrical Engineer in Waukesha, WI. In 2001 he took his engineering skills set to the financial planning market. After leaving in 2002 to pursue other opportunities, he returned to the financial industry in 2007. After his CFP® designation in 2014, he decided to narrow his focus to working with four primary groups, one of which is parents with special needs children. Kurt looks forward to account reviews as a way to stay connected to his clients and to have a chance to modify plans to meet changing events. He is dedicated to learning about his clients' goals and working together toward building a financial plan focused on pursuing those goals.

Steve Barnes started his career with Waddell & Reed in 1980 as an advisor in Minneapolis, Minnesota. He moved to Milwaukee in 1984 as a Division Manager and opened and managed the first office in Wisconsin. Since then he served in a number of management rolls. However, today his roll is that of a Financial Advisor. He works with individuals, families, and businesses to help solve financial problems and develop an action plan to meet personal goals.


Workshop Registration Form

Workshop Registration Form

Registration is required for all WI FACETS–sponsored workshops. You may use the form below to register or you may register by contacting Sandra McFarland at 877-374-0511. If you use the form, please make sure to include the title and date of the event you are registering for.

All WI FACETS-sponsored workshops are free.  Requests for any special accommodations must be made at least two weeks prior to the event. Please list any accommodations requested in the “Special Request” box below.