Seminars, Workshops & Conferences
Educational Training Services

Special Needs Planning - Beyond Wills & Trusts

Cynthia Haddad, CFP® and John Nadworny, CFP®, ChFC provide informative and empowering presentations and workshops for families, caregivers, and service providers seeking to learn about the unique issues and concerns related to families planning for a family member with special needs.

Click here for a list of agencies and/or support groups that have invited John and Cynthia to speak to their family members for over the past ten years.

TO DISCUSS THE NEEDS OF YOUR FAMILIES
PLEASE CALL US AT 781-893-0909 x 253

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.

Five Workshops

We have created five focused workshops to address the various planning pressure points based on the age of the child.

Planning for Two Generations
Suggested Audience: Parents, Grandparents, Siblings, Guardians & Caretakers of children of all ages and all levels of ability

This is our signature presentation that provides a general overview and timeline of the various planning pressure points where parents should be aware of changes in the child's benefits and legal and financial issues. The primary focus is to help parents avoid common mistakes and pitfalls in their own planning. A good general overview and introduction to the unique planning needs of our families.

Preparing The Letter of Intent
Suggested Audience: Parents, Grandparents, Siblings, Guardians, Caretakers & Future Caretakers of children of all ages and all levels of ability

This workshop was developed based on requests from families to help understand the importance of the Letter of Intent - the format to communicate information along with your desires and concerns for your child to future caretakers. This is a hands-on workshop to complete the Letter of Intent.

Early Intervention Planning
Suggested Audience: Parents, Grandparents & Caretakers of children ages 0-3

This workshop will provide an introduction to the basic planning concepts and help families to understand how to deal with the unique challenges they face as the caretakers of very young children. Our focus is to help families adjust and revise their goals, expectations and planning needs for the child.

Transition Planning
Suggested Audience: Parents, Grandparents and
Caretakers of adolescents to adulthood

This workshop will provide an understanding of Guardianship, eligibility for Government Benefits, College Planning, and beginning to identify various Residential options after age 22 (or some states age 21). Focus is to increase awareness of planning options and considerations.

Residential Planning
Suggested Audience: Parents, Grandparents & Caretakers of
adult children (parents of adolescent children encouraged to attend)

This workshop will primarily focus on the various residential models based on the "public-private partnership" concept. We will address issues of the estimated costs of residential models and how a family can afford to co-pay for the model. The model(s) can be one(s) that the agency offers or general information on various models that have been created. Discussion of maintaining eligibility for Government Benefits and parent's own Retirement and Estate Planning are incorporated.

Please Note: All presentations are geared to be informative and engaging. Our approach is highly interactive and personalized according to the interests and concerns of the group. We encourage questions and we attempt to provide information applicable to all. Since every family situation is unique, we offer individual consultations by appointment to privately address personal concerns and circumstances.

To schedule a Special Needs Planning workshop or seminar, please call Cynthia Haddad at (781) 893-0909 ext. 253 or email to discuss your specific needs and interests. Travel arrangements will be coordinated as needed.