WORKSHOP CALENDAR

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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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.

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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