• Webinar on Special Needs Wills & Trusts

    If you missed our Webinar on Special Needs Wills & Trusts, we hope you'll join us online on May 6th as Attorney DJ Jeyaram will provide an actionable roadmap of legal protections you can put into place to help safeguard your family today and in the future.
    A very special thank you to our friends at Sistahs With Ausome Children for hosting us!
    Registration required: Email: CJeyaram@JeyLaw.com
    We look forward to seeing you then!
    "Protecting Special Needs Families Is Our Mission"

    Free
  • Helping to Secure the Financial Future of Individuals (of all ages) with Disabilities

    Next Step Ministries will host a free virtual workshop on May 15th at 7PM. Mass Mutual will discuss critical considerations in preparing for the financial future of individuals with disabilities, such as the importance of creating a life care plan.
    If you're interested, please RSVP by emailing nsm@nextstepministries.net today!

    Free
  • Building a Path to Support: Navigating the Stages of Financial Planning

    Financial planning often takes a back seat to the day-to-day caregiver responsibilities. This session will explore ways to develop a long-term financial plan when your child is fully dependent. Additionally, it will help families understand the numerous stages to be considered while developing a special needs master plan for their loved one.

    Presented by Mary McDirmid with All Needs Planning; top considerations they hear and help their clients with include:

    government benefits
    funding their lifetime
    tax efficiency
    insurance
    housing
    employment
    trusts
    ABLE
    estate planning

    All Needs Planning believes that their clients are very capable of doing this planning, the emotional aspect cannot be overstated as the biggest culprit in procrastinating. Understanding how math, emotion and habits intersect is their specialty.

    Free