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! 



NOVEMBER 10, 2022, 6:30-8PM, BROCKTON, MA Top 5 Key Tools and Strategies Every Parent Should Know

This presentation will focus on how each family’s unique circumstances drive their planning decisions and determining your family’s financial framework.


NOVEMBER 11, 2022, 12-1:30PM, WATERTOWN, MA Planning for TWO Generations

Special Needs Financial Planning is planning for two generations.  Many people with a disability will need to be supported their entire lives, even long after their parents have died.


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12/12/2022, SEATTLE, WA, 10-11 AM Financial Planning Association National Conference Presentation at national conference to planning professionals.  Read More