We will be hosting a Special Needs News at Noon every Wednesdays at 12pm to discuss special needs planning topics!


I am sure you are about as Zoom-meeting'ed-out as we are so we want to make this presentation about YOU! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in.
Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.
It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.
We will certainly cover the Common Covid Concerns to Consider (like what I did there?):
SECURE Act and it's tax-planning ramifications
Roth Conversions - why to not let Covid create a diversion on a potentially timely conversion!
Estate Planning in a virtual world - yes you can!
What will insurance planning look like on the other side of Coronavirus?
Let 2020 be a learning lesson on how to navigate this again when it matters - IN retirement.
Grandparents - the do's the don'ts to Multigenerational Legacy Planning
Plus more!
Zoom Link:
After registering, you will receive a confirmation email containing information about joining the meeting.
Please email me at [email protected] to RSVP for any of these workshops. We hope to see you in the audience!

Wednesday October 14th 6pm
CCIU Virtual Resource Fair breakout session
Flyer: CCIU Flyer
Zoom Link:

Please stay tuned for other upcoming dates!!
Interested in hosting a workshop for your families or if you think your employer should offer something similar, please reach out to Pat!