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10 Basic Financial Steps for Caregivers

April 30 @ 7:00 pm - 8:00 pm
Free

Join us as we host Kelly Piacenti for a workshop on 10 steps to help caregivers get started in preparing for the financial future of their loved one with Fragile X.

Each circumstance is unique, and caregivers should consider their own situation carefully when creating their future plans. The webinar will be one-hour and will include a presentation by Kelly followed by a Q&A, moderated by Missy Zolecki.

Please download and bring this worksheet:

Come prepared with your questions. You may also submit your questions in advance when completing your registration. We will do our best to answer as many questions as possible.

If you have additional questions, feel free to email us at contact@fragilex.org.

The webinar will be recorded and available to all registrants.

 

Register Here

Kelly Piacenti, MA, CHSNC®

Kelly Piacenti is responsible for the MassMutual SpecialCare program which includes nearly five hundred Special Care Planners*. She also oversees partnerships between MassMutual and the largest special needs non-profit organizations across the country; including The Arc, Autism Society, Huntington’s Disease Society of America, National Down Syndrome Congress (NDSC), Tuberous Sclerosis Alliance, and United Cerebral Palsy (UCP).

She has worked with MassMutual since July 2016. Before joining MassMutual, she led the MetLife Center for Special Needs Planning, where she was employed from 1991 through 2016. Kelly holds her Master’s degree and resides in Chester, New Jersey with her husband and children. She was the mother of a child with special needs for 19 years and possesses the knowledge, insight, and empathy to act as a mentor and resource for families facing similar challenges.

*The Special Care Planner title is used by financial professionals with Massachusetts Mutual Life Insurance Company (MassMutual) who have received advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs.

The information provided is not written or intended as specific tax or legal advice. MassMutual and its representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.