Special Needs Financial Planning is planning for two generations. Many children with a disability must be supported their entire lives, even long after their parents have died. Our approach reaches beyond the limited boundaries of Wills and Trusts to provide you with a road map to address your own family's Special Needs.
This workshop centers upon our Special Needs Planning Timeline™. The timeline highlights the various planning pressure points where parents should be aware of changes relating to their child's benefits, legal and financial issues. The primary focus is to help parents avoid common mistakes and pitfalls in their own planning.
In addition we will also discuss the new ABLE account and its potential role in planning for your child.
A Full Life Ahead is a workshop series offered by Massachusetts Families Organizing for Change (MFOFC) for parents and guardians of young adults with a disability. The series focuses on transition, employment, housing, friendships and other topics that will lead to interdependent, full lives. Advocates is proud to partner with MFOFC to offer workshops in the Metro Boston/MetroWest region.
Presented by: Alex Nadworny, CFP & John Nadworny, CFP of Special Needs Financial Planning, a specialty practice to Shepherd Financial Partners
Pam McKillop, Family Coordinator, (774) 279-7467