January To- Do: Your Letter of Intent

Posted by Patty Manko on Sat, Jan 21, 2017 @ 08:00 AM

The Special Needs Financial Planning Team  Cynthia Haddad, CFP® | John  Nadworny, CFP® | Alexandria Nadworny, CFP®  We are committed to offering educational workshops to organizations and parent  groups.  Please call Alex or click here to attend a workshop or discuss a presentation  to your group.

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TTCO_hands_pexels-photo-233223.jpegJanuary To- Do: Your Letter of Intent

"Well, I've been afraid of changin'
'Cause I've built my life around you
But time makes you bolder
Even children get older
And I'm getting older, too"-

- Landslide, Lyrics by Stevie Nicks 

It is not surprising, with day to day life as busy as it is, time sneaks up on all of us, especially parents. All of a sudden, it is time to think about what will happen when you are unable to do all you do to care for your child. We call this planning A Team to Carry On

A Team to Carry On and the Letter of Intent

A Team To Carry On is a plan, encompassing both the people and the money needed, to carry forward your vision for the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. While we often think of the legal documents assigning roles and responsibilities, but it is also important for parents to communicate their vision and the personal details that make a difference to their Team to Carry On.  The Letter of Intent is the document that gets this job done. 

 What exactly is a Letter of Intent?

Although not legally binding, a Letter of Intent communicates your desires and concerns to future caregivers.  It covers vital statistics, your child's financial picture, details about what works well or not so well for your child, suggestions about what changes might be needed for the future, a list of all pertinent documents and records, and individuals that are important in your child's life- your Team to Carry On.

You may download a free, fillable PDF version of the Letter of Intent by clicking on the Heart below.  And don't forget to share the Letter of Intent with the key members of your Team to Carry On!

 

The Letter of intent Click on the heart for your fillable Letter of Intent.

 

Tags: A Team to Carry On

This Week! Join Us January 11 to Begin the New Year with Focus

Posted by Patty Manko on Mon, Jan 09, 2017 @ 04:16 PM


 The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

We still have space available so come out and join us on January 11!  Begin the New Year by taking the first step in deepening your planning for the future; learn about a Team To Carry On.

hands 2 TTCO.pngWhat is a Team To Carry On?

A Team To Carry On is a plan encompassing both the people and the money needed to carry forward the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. 

As we go through the cycle of life with our families, as well as many of our clients, we began to identify the need to formalize thinking about both the people and the money needed to plan into the next generation

in 2017 we will feature a Team To Carry On in our blog and workshops, with new information and resources centered around this next level of planning for the future of our families.  

A parent is irreplacable, but the team you build carries on. Circumstances may change and your thinking about your team may change but it is important to get startedJoin us January 11 to learn about a Team To Carry On and to hear about what others are doing!

Contact Alex for details and to RSVP. (email/781-756-1804)

Jan 11 _TTCO poster.jpg

 

Tags: A Team to Carry On

Join Us January 11; The Next Level of Planning for the Cycle of Life

Posted by Patty Manko on Thu, Jan 05, 2017 @ 03:02 PM


 The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

Join us on January 11!  Begin the New Year by taking the first step in deepening your planning for the future; learn about a Team To Carry On.

hands 2 TTCO.pngWhat is a Team To Carry On?

A Team To Carry On is a plan encompassing both the people and the money needed to carry forward the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. 

As we go through the cycle of life with our families, as well as many of our clients, we began to identify the need to formalize thinking about both the people and the money needed to plan into the next generation

in 2017 we will feature a Team To Carry On in our blog and workshops, with new information and resources centered around this next level of planning for the future of our families.  

A parent is irreplacable, but the team you build carries on. Circumstances may change and your thinking about your team may change but it is important to get startedJoin us January 11 to learn about a Team To Carry On and to hear about what others are doing!

Contact Alex for details and to RSVP. (email/781-756-1804)

Jan 11 _TTCO poster.jpg

 

Tags: A Team to Carry On

Join Us January 11; a New Year and a New Planning Focus

Posted by Patty Manko on Sun, Jan 01, 2017 @ 08:10 AM

christmas-holly-clipart-holly3.pngSeason's Greetings from The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

Join us on January 11!  Begin the New Year by taking the first step in deepening your planning for the future; learn about a Team To Carry On.

hands 2 TTCO.pngWhat is a Team To Carry On?

A Team To Carry On is a plan encompassing both the people and the money needed to carry forward the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. 

As we go through the cycle of life with our families, as well as many of our clients, we began to identify the need to formalize thinking about both the people and the money needed to plan into the next generation

in 2017 we will feature a Team To Carry On in our blog and workshops, with new information and resources centered around this next level of planning for the future of our families.  

A parent is irreplacable, but the team you build carries on. Circumstances may change and your thinking about your team may change but it is important to get startedJoin us January 11 to learn about a Team To Carry On and to hear about what others are doing!

Contact Alex for details and to RSVP. (email/781-756-1804)

Jan 11 _TTCO poster.jpg

 

Tags: A Team to Carry On

Begin 2017 with Listening, Learning and Conversation

Posted by Patty Manko on Wed, Dec 21, 2016 @ 08:26 AM

christmas-holly-clipart-holly3.pngSeason's Greetings from The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

Join us on January 11!  Begin the New Year by taking the first step in deepening your planning for the future; learn about a Team To Carry On.

hands 2 TTCO.pngWhat is a Team To Carry On?

A Team To Carry On is a plan encompassing both the people and the money needed to carry forward the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. 

As we go through the cycle of life with our families, as well as many of our clients, we began to identify the need to formalize thinking about both the people and the money needed to plan into the next generation

in 2017 we will feature a Team To Carry On in our blog and workshops, with new information and resources centered around this next level of planning for the future of our families.  

A parent is irreplacable, but the team you build carries on. Circumstances may change and your thinking about your team may change but it is important to get startedJoin us January 11 to learn about a Team To Carry On and to hear about what others are doing!

Contact Alex for details and to RSVP. (email/781-756-1804)

Jan 11 _TTCO poster.jpg

 

Tags: A Team to Carry On

Kicking off 2017 with a New Planning Focus

Posted by Patty Manko on Sat, Dec 17, 2016 @ 10:00 AM

christmas-holly-clipart-holly3.pngSeason's Greetings from The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

Join us on January 11!  Begin the New Year by taking the first step in deepening your planning for the future; learn about a Team To Carry On.

hands 2 TTCO.pngWhat is a Team To Carry On?

A Team To Carry On is a plan encompassing both the people and the money needed to carry forward the care and well-being of your family member with a disability as you age, and ultimately, when you are gone. 

As we go through the cycle of life with our families, as well as many of our clients, we began to identify the need to formalize thinking about both the people and the money needed to plan into the next generation

in 2017 we will feature a Team To Carry On in our blog and workshops, with new information and resources centered around this next level of planning for the future of our families.  

A parent is irreplacable, but the team you build carries on. Circumstances may change and your thinking about your team may change but it is important to get startedJoin us January 11 to learn about a Team To Carry On and to hear about what others are doing!

Contact Alex for details and to RSVP. (email/781-756-1804)

Jan 11 _TTCO poster.jpg

 

Tags: A Team to Carry On

A Focus on Finding Your Team To Carry On - January 11, 2017

Posted by Patty Manko on Tue, Nov 22, 2016 @ 05:54 PM

 

 TTCO_hands_pexels-photo-233223.jpeg"Who will take my place when I can no longer care for my family member with special needs?"  This  question looms large in the minds of many parents with whom we meet. We all understand that no one can replace a parent, however we are firm believers that you can build a Team To Carry On to carry forward your vision and plans for the lifetime of your loved one.

Begin the New Year by joining us to meet, talk with and learn about what people are doing and the possibilities for building your Team to Carry On. Talk with professionals with years of experience as trustees, guardians and other key roles. We are pleased to host this unique networking event for families and professionals with the Massachusetts Guardianship Association. 

Screen Shot 2016-11-22 at 5.37.44 PM.png

 

Mark Your Calendar!

January 11, 2017

6:30-8PM at the Griffin Phtotography Museum

67 Shore Road, Winchester, MA

RSVP: Alexandria Nadworny ( email / 781-756-1804) 

 Click on flyer to download.

 

  

The Special Needs Financial Planning Team 

Cynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®

 

Tags: A Team to Carry On

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