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

Update on the ABLE Account in Massachusetts & ABLE Webinar tomorrow!

Posted by Patty Manko on Mon, Nov 14, 2016 @ 03:55 PM

The Special Needs Financial Planning Team 

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


ABLE-1.pngNovember 9, 2016 –Fidelity Investments has signed a 10 year contract to administer and manage the ABLE account for Massachusetts. Many of the details are now being worked out and we will keep you posted upon receiveing more information from both Fidelity and MEFA (Massachusetts Edcuational Financing Authority). This announcement was made to a meeting of leaders in the disability community yesterday and John Nadworny was in attendance as a representative of the Massachusetts Down Syndrome Congress.

Understanding the Investment side of ABLE Account Webinar - Tomorrow! 

John is a featured presenter for an educational webinar sponsored by the National Disability Institute (NDI) next week. The NDI found that individuals beginning the process of opening an ABLE account would stop or log out when the screen presenting investment options appeared. In order to address this issue, they felt it was important to offer to ABLE participants a training session to understand the fundamentals of investing. The webinar is Tuesday, November 15, 2016, from 2- 3:30 and is open to the public. To register, click here .



Tags: ABLE Account

News and Events for Families- November 2016

Posted by Patty Manko on Wed, Nov 09, 2016 @ 05:31 PM

The Special Needs Financial Planning Team 

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


Lives Worth Living - film screening with discussion moderated by Linda Long-Bellil, PhD, JDdisability film.jpg 

Lives Worth Living tells the story of the American movement to liberate people with disabilities from government imposed limitations on their lives.

Wednesday, November 16, 2016, 7-9PM

Lexington Venue, 1794 Massachusetts Ave, Lexington, MA 

For more information, click here.  


Financial Planning Workshops for November 

RSVP to Alex Nadworny email / 781-756-1804


Tuesday, November 15

7-9 PM

The Housing Workshop Waltham Public Library

Wednesday, November 16


Planning for Two Generations Boston Medical Center

Wednesday, November 16

4:30- 6

  Financial Planning and

Special Needs Trust Panel


Monday, November 21

7- 9PM

A Team to Carry On Lexington Edinburgh Center




Tags: news and events

Social Security Announces 0.3 Percent Benefit Increase for 2017

Posted by Patty Manko on Tue, Oct 18, 2016 @ 06:13 PM


The Special Needs Financial Planning Team 

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


social_security_logo.pngMonthly Social Security and Supplemental Security Income (SSI) benefits for more than 65 million Americans will increase 0.3 percent in 2017, the Social Security Administration announced today.

The 0.3 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 60 million Social Security beneficiaries in January 2017. Increased payments to more than 8 million SSI beneficiaries will begin on December 30, 2016. The Social Security Act ties the annual COLA to the increase in the Consumer Price Index as determined by the Department of Labor’s Bureau of Labor Statistics.

Some other adjustments that take effect in January of each year are based on the increase in average wages. Based on that increase, the maximum amount of earnings subject to the Social Security tax (taxable maximum) will increase to $127,200 from $118,500. Of the estimated 173 million workers who will pay Social Security taxes in 2017, about 12 million will pay more because of the increase in the taxable maximum.

Information about Medicare changes for 2017, when announced, will be available at www.Medicare.gov. For some beneficiaries, their Social Security increase may be partially or completely offset by increases in Medicare premiums.

The Social Security Act provides for how the COLA is calculated. To read more, please visit www.socialsecurity.gov/cola.

NOTE TO CORRESPONDENTS: Attached is a fact sheet showing the effect of the various automatic adjustments.

Source: Social Security Administration

Tags: Government Benefits

A Community is Always There for You

Posted by Patty Manko on Thu, Sep 29, 2016 @ 06:05 PM

The Special Needs Financial Planning Team -- Shepherd Financial Partners

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


Your staff may come and go, but your community is always there for you. We invite you to join us for the next presentation in our Team to Carry On Speaker Series; an evening of learning, discussion and networking around building your community.  

RSVP to Alex 781-756-1804| email 



Tags: A Team to Carry On

Bright Lights Focused on Families Like Ours

Posted by Patty Manko on Thu, Sep 15, 2016 @ 04:26 PM

The Special Needs Financial Planning Team at Shepherd Financial Partners

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


Tomorrow night!

Life, Animated, Screening and Discussion

Friday, September 16, 2016 @ 7PM

Registration required. Click here for more information.

From Academy Award® winning director Roger Ross Williams, LIFE, ANIMATED is the inspirational story of Owen Suskind, a young man who was unable to speak as a child until he and his family discovered a unique way to communicate by immersing themselves in the world of classic Disney animated films. This emotional coming-of-age story follows Owen as he graduates to adulthood and takes his first steps toward independence. Read more about this film.



Premieres WEDNESDAYS 8:30|7:30c September 21 on ABC!

Speechless is a classic domestic comedy — yes, a comedy — centered on a 16-year-old named JJ DiMeo who has cerebral palsy, can’t speak and uses an alternative-communication device to express himself. He’s the eldest of three children, and he’s played by Micah Fowler, who himself has cerebral palsy, a casting decision that alone makes this series stand out. 

Read a review of this series by a New York Times critic and "insider" in the disability community.



57d1dae91600009e26c0197f.jpgWhat The Art World Can Learn From A Studio For Artists With Developmental Disabilities

Brooklyn’s LAND Gallery approaches its artists with seriousness and generosity.

The LAND gallery hosts a non-profit program for artists with development disabilities, and works with 16 adult artisits every day, helping them cultivate and promote their work.

See more and read more.


Tags: news and events

Tuesday, September 13 - NOT Your Average Housing Panel!

Posted by Patty Manko on Thu, Sep 08, 2016 @ 02:39 PM


The Special Needs Financial Planning Team at Shepherd Financial PartnersCynthia Haddad, CFP® | John Nadworny, CFP® | Alexandria Nadworny, CFP®





Join us for a panel discussion of personal experiences and expert information, as well as time for Q & A and networking!

 RSVP to Alex at 781-756-1804 or via email.



Topics of Discussion will include:

  • Brief history and summary of changes in residential options over the years.
  • Discussion of creative housing options.
  • The planning process for your family member’s lifetime needs.
  • Proposed legislative changes on accessory apartments in Massachusetts which may create additional options for families.


Our Panel includes:

Cheryl_chan..jpgCheryl Ryan Chan is the Principal Facilitator at Person-Centered Planning Partners and a parent. Person – centered planning is a toolkit of processes and systems providing individuals with disabilities or anyone planning a life change to empower themselves, identify and sustain a circle of support, and develop action plans for success as they face those transitions.

Cheryl has a strong record of community organization, and advocacy as well as providing social media consultation to non-profits. She is an experienced public speaker and successful fundraiser and friend raiser for nonprofits.

Leo_.jpgLeo Sarkissian has worked in the disabilities field for thirty five years and presently heads The Arc of Massachusetts, an advocacy organization which works on behalf of people with disabilities and families.  The mission of The Arc is to enhance the lives of individuals with intellectual and developmental disabilities and their families through advocacy of community based services and supports. 

In addition to Leo’s work with The Arc on policy and advocacy he has served as a clinician and community planner including early intervention, school-based groups and other activities.  He edited three editions of “Building a Future” which focused on housing alternatives and has spoken on a wide variety of topics related to supports and services.

susan.jpgSusan Nadworny is currently working with Riverside Community Care, an organization providing more than 40,000 children adolescents and adults with a broad range of behavioral healthcare and human services. She is a parent and a past chairperson of Massachusetts Families Organizing for Change (MFOFC) and has also worked with Massachusetts Advocates Standing Strong.   Susan has devoted her adult professional life to providing support, community and powerful advocacy for families and individuals with disabilities.


RSVP to Alex at 781-756-1804 or via email.



Tags: Housing

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