We are currently scheduling presentations for 2013. Please contact us to arrange a date. We have three presentations currently available:
A Family Centered Approach to Special Needs Financial Planning
All too often families are presented with the same solution to address the unique circumstances of their own personal situation. There is a great deal of information about planning for "when you are gone" or "who will care for them when you die". The use of a Special Needs Trust and funding it with life insurance is only one solution. Realizing this, it is important to develop workshops to educate and address the issues that families face at different points in their lifetime.
We plan to finance the vision families have for their loved one. We do this through comprehensive financial planning including asset management, life insurance and the monitoring and coordination of government services.
“Creating a Home for a Lifetime”
Residential Planning for Individuals with Special Needs Transitioning to Adulthood
This presentation outlines a process a family may follow to evaluate the housing alternatives most appropriate for their child transitioning to aulthood. The presentation is meant to elaborate on the Special Needs Planning Housing Checklist, our exclusive resource.
No Sibling Left Behind
A presentation done in conjuction with the MA Sibling Support Network (MSSN). To read more about Siblings, click here to see our October Newsletter, Planning is a Family Matter. The first presentation is Thursday, January 10th at the Sudbury Senior Center conference room, 40 Fairbank Road in Sudbury, MA at 7:30. Click here to register.