Special Needs Financial Planning

WORKSHOP CALENDAR

Attend a workshop or schedule a talk for your organization.

In-person or via webinar, we are proud to offer complimentary presentations to parents, professionals and organizations.To read about our workshop offerings, click here.

Please contact us to schedule a talk for your group!

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JULY 15, 2023, COFFIN-SIRIS FDN., BOSTON, MA Planning for TWO Generations

Special Needs Financial Planning involves setting and prioritizing goals for your family and providing for the lifetime support of your child with a disability.

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JULY 18, 2023, BURNS & LEVINSON, BOSTON, MA Attorney discussion

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TBD, Fall 2023, H & R BLOCK, WEBINAR Financial Planning Joint Presentation

Joint webinar presentation with H & R Block: Planning for individuals with special needs.

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SEPTEMBER 27, 2023, MEFA ABLE/Attainable Account Webinar

Webinar about the ABLE account in conjunction with Massachusetts Educational Financing Authority (MEFA).

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NOVEMBER 16, 2023, 7-8:30 PM, NEEDHAM COMMUNITY EDUCATION NEEDHAM, MA Planning for TWO Generations

Special Needs Financial Planning involves setting and prioritizing goals for your family and providing for the lifetime support of your child with a disability.

SPEAKERS

Our experts

We love sharing all we have learned with families. It is also our mission to educate professionals on the intricacies of planning for families of people with disabilities.

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Alexandria Dunn Advisor, James' sister

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Alexandria Dunn Advisor, James' sister

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Cynthia Haddad Advisor, Author, Ron's sister

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Cynthia Haddad Advisor, Author, Ron's sister

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john Nadworny advisor, #1 DAD

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john Nadworny advisor, #1 DAD