Wednesday, October 12, 2016, 6:00pm - 8:00pm
Financial Planning Workshop
Specially designed workshop for families of individuals with autism or other developmental disabilities
This session will address financial planning for your child with special needs, from childhood through the transition to adulthood and then beyond the time you are able to care for them.
Topics will include:
- Timeline / roadmap of transition points and services
- Guardianship issues and considerations
- Preserving Eligibility for Government Benefits through Proper Estate Planning
- Special Needs Trusts
- What happens when your child comes out of his/her education plan
- Vocational residential options
The presentation will last one hour, with the rest of the time for Q&A.
There is no charge to attend but registration (below) is required.
Other dates and locations include:
Randolph, Mass. | Saturday, November 5, 10:30am-12:30pm
About our Presenters
Lee Ann Fatalo, CFP®
Financial Planner, Registered Representative
Lee Ann is a licensed insurance broker in 18 states including Massachusetts, New Hampshire, Maine, New York, Florida, California, Georgia, North and South Carolina, and the District of Columbia. She is also a CERTIFIED FINANCIAL PLANNER TM
, Registered Representative and Investment Advisor Representative of MSI Financial Services Inc. A member of Financial Planners Association and the Million Dollar Round Table, Lee Ann was named a Five Star Wealth Manager by Boston Magazine
in 2010, 2012, 2013, 2014, 2015, and 2016. Lee Ann serves on May Institute’s Board of Trustees, Beth Israel Deaconess Medical Center Board of Overseers and the Community Development Corp of Boston Board of Directors.
Richard Harwood, CLU®, CAP
Rich has more than 28 years working experience in the financial services and specializes in Special Needs Planning Strategies. Rich helps provide financial security for the special needs family, both now and in the future. Rich has presented on Special Needs Planning at both The National Spina Bifida Conference and The National Williams Syndrome Conference. Rich continues to be a local advocate for families with Special Needs by lending his knowledge and leadership skills to many local nonprofit advocacy organizations. He has served on the Board of The Arc of Bristol County, The Arc of Massachusetts and The Kennedy Donovan Center.