M&L Combination Navigating the Financial World of the Family with Special Needs and Roadmap for Transition Planning Workshop

Tuesday, June 7, 2016 from 7:00 PM to 8:30 PM

The Treatment and Learning Centers
2092 Gaither Road, Suite 100, Rockville, MD 20850

Contact: Maedi Tanham Carney, CFP® & CWIC   info@specialneedsplanning.net   202-248-7113  

Sponsored by: M&L Special Needs Planning, LLC

https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ec1qzpvjd8ed483b&c=b9569720-5c47-11e3-bfbb-d4ae5275b546&ch=b95a8ec0-5c47-11e3-bfbb-d4ae5275b546

Navigating the Financial World of the Family with Special Needs

This workshop is an overview of the journey for the family with special needs. We examine the unique process of providing and planning for the entire family. We discuss the importance of planning for the individual with special needs and how completing a comprehensive special need financial life plan will enable the family to be proactive in providing for the entire family's financial future.

We discuss the special needs timeline going into detail what these specific pressure points mean, and the difference between traditional vs. special needs planning. We address the basics of what needs to be considered now and when the parents are gone - legal & estate issues, guardianship, Special Needs Trust, funding the Special Needs Trust and the Letter of Intent. There is a concentrated concern on Lifetime Planning for the individual with special needs.

The intention of this workshop is to help families understand and effectively deal with their unique challenges and achieve their financial goals to provide for the current and future costs for the individual with special needs.

Roadmap for Transition Planning

The workshop is an overview for families to understand the concept of what transitioning planning is, the importance of the transitioning timeline, what all the acronyms mean, and examples of post-secondary options. With an emphasis of being a Maryland, Virginia or a Washington DC resident, there will be an overview of the transitioning process and how to navigate this time in the life of your young adult with disabilities.

In addition, there will be a detailed discussion of what DDA, DORS, RSA and DRS is and how these Maryland, Washington DC and Virginia organizations help the individual with disabilities with employment (DORS, RSA & DRS) and adult services (DDA) as a transitioning youth and beyond.

We will have resources and have a discussion of ideas to possible post secondary options, if any, in Maryland, Virginia and Washington DC and in the country.

All of M&L Special Needs Planning workshops share important information and facts. This particular workshop pays attention to the details of when, how, what, why and how to seek information on transitioning planning and life after.

This will be a great combination of these two popular workshops. It will make a lot of sense to understand the process of financial and transitioning plannning for the individual with disabilities and the family as a whole.

*There is a $25 fee associated with this workshop. No refunds unless M&L cancels the event. M&L Special Needs Planning reserves the right to cancel the presentation if there are not enough participants.

Click here to register.