SPECIAL NEEDS PLANNING: Creating Positive Outcomes for People with Developmental Disabilities

Date: Tuesday, October 11, 2022
Time: 7:30am - 9:00am
Location: 775 W Bijou, Colorado Springs, CO
Speaker: Rob Wrubel, CFP, AIF AEP, Cascade Investment Group

SPECIAL NEEDS PLANNING: Creating Positive Outcomes for People with Developmental Disabilities

Speaker: Rob Wrubel, CFP, AIF AEP, Cascade Investment Group


Location: The Pinery at The Hill (North entrance) - Breakfast at 7:30a, presentation at 8am)

Meeting fee: $30 (if not prepaid)

Guest fee $30:  First time guests who are eligible for membership are complimentary; second-time is $30


Please email estateplanningcos@gmail.com to reserve your spot whether you are attending or not.


This talk will highlight the people we talk about in special-needs planning, access to and the importance of benefit programs and steps planners can take to protect benefits and create resources to provide for a high quality of life for individuals with special needs.

Legal Topics: 

Create better outcomes for people with IDD and their families

Develop comprehensive plans and positive outcomes for each family member

Review, consider and select assets to grow wealth, transfer and manage in a trust and review the tax, estate planning and wealth creation complexities of different asset types and financial tools

Protect resources – family, governmental, social


ABOUT THE SPEAKER:  Rob Wrubel, CFP® AIF® AEP® is the best-selling, award-winning author of Financial Freedom for Special Needs Families, 30 Days to Your Special Needs Trust 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 the 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, Colorado firm.  At Cascade, Rob works with families with a special-needs member, professionals and non-profit organizations on investment management, retirement plans, insurance and financial planning.

Rob has three children and his middle daughter has Down syndrome. Rob served as the Chair of 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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