Community Resources
Financial Literacy and Planning
Stephanie Cole
Northwestern Mutual
Financial Representative
Mission: “To guide families of individuals with special needs through the critical process of building strong, thoughtful long-term financial plans.”
Contact Information:
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Email: stephanie.cole@nm.com
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Phone: 513.366.3677
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Website: https://www.northwesternmutual.com/financial/advisor/stephanie-cole
First United Bank and Banzai
Financial Planning
The Not Forgotten 1st, in partnership with First United Bank and Banzai, is offering free online financial literacy resources that matter most to our families with loved ones with exceptionalities. These resources provide families with in-depth lessons on Estate Planning, Health Insurance, the financial aspects of Starting a New Job and so much more. It is designed to provide them with the knowledge they need to build a more secure future.
Mission: "To bring clear, in-depth lessons that help families dive into the financial topics they care most about."
Contact Information:
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Website: https://tnf1st.banzai.org/wellness
The following list of resources is provided for informational purposes only. The Not Forgotten 1st has compiled these resources based on our personal experiences and the experiences of others, but we encourage you to conduct your own thorough research and due diligence before engaging any of these providers. Your interactions and any agreements with these third parties are solely between you and the provider. By using this resource list, you acknowledge and agree that The Not Forgotten 1st is not liable for any direct, indirect, incidental, or consequential damages.