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

To Carry On When You are Gone: The Letter of Intent

Posted by Patty Manko on Fri, Apr 24, 2015 @ 11:00 AM

penguins-and-family-values-resized-600The most important asset your child has is YOU.

Think for a moment about the specific instructions or guidelines you give to your child or his or her caregiver when you leave for just an evening out or a weekend away.  Imagine if you never came back. 

Many families need a catalyst to encourage them to begin the planning process. A Letter of Intent simplifies the planning process by initially asking basic biographic information and progresses to more thoughtful and provoking questions. Since developing the Five Factors of comprehensive special needs planning, we have reorganized the content based upon these key elements in planning for your child’s future. By completing a Letter of Intent for your family member, you will begin to develop goals and objectives to assist you in the overall planning process. Ultimately, it will provide the details required for future caregivers to fulfill their expected roles based upon your desires and concerns.

No matter who you have entrusted to care for your child when you are gone—sibling, friend, relative, trustee, guardian, or organization—you can help guide that person by providing them the knowledge that only you, as a parent, possess. This is not a legally binding document, but it is still perhaps one of the most important documents you can prepare for the future well-being of your child. This is an opportunity to leave a legacy of all that you have accomplished with your child.

You need to periodically review and revise this Letter of Intent, perhaps on your child’s birthday, making certain to provide your child’s future caregiver with an updated copy. As every child is unique, so should this document be unique. Feel free to expand where needed and omit areas that are not applicable. Be flexible, be clear, and feel free to make it as personal as you wish.

Click on the letter to download our Letter of Intent.   Next steps, learn how to build your Team to Carry On.

Receive a comprehensive  template for your  Letter of Intent

No one can replace a parent but you can build a Team to Carry On Click here to learn more

Tags: A Team to Carry On

Creating a Circle of Supports, Wednesday, March 25

Posted by Patty Manko on Fri, Mar 20, 2015 @ 04:35 PM

 

Join us!   RSVP

ScreenShot2015-03-20at4.28.31PM

Other March presentations:

Tuesday, March 24, 2015

mssn-resized-600 No Sibling Left Behind  

Barnstable Horace mann Public Charter School, 165 Bearses Way, Hyannis ,MA

Presented on behalf of the MA Sibling Support Network by Cynthia Haddad.  

Sponsored by SEPAC - Please attend if you are available- No RSVP needed.


 

Monday, March 30, 2015

cropped_snfp_logo-resized-256A Team to Carry On Workshop

Presented by John Nadworny and Alex Nadowrny

6:30 - 8:00 PM 

Abington Public Library, 600 Gliniewicz Way, Abington, MA 02351 

RSVP: alex.nadworny@shepherdfinancialpartners.com or 781-756-1804. 

 
 

Tags: A Team to Carry On

A Focus on Trustees Presentation, Wednesday, November 12

Posted by Patty Manko on Thu, Nov 06, 2014 @ 03:30 PM

RSVP

Seating is limited.  Please reserve your space now.    

 

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Tags: A Team to Carry On

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