Date: Saturday, April 7, 2018 (snow date: April 14, 2018)
Time: 8:45-1:00 (8:15 registration)
Address: 35 Forest Ridge Road, Concord, MA 01742
This event is for parents/guardians who are helping their loved ones with disabilities to achieve a happy, productive life and a smooth transition from school into the adult world. We will be offering five workshops that will address issues facing your families.
Session 1 9:15-10:10
Planning for Two Generations
Special needs financial planning is planning for two generations. Many children with a disability must be supported their entire lives, even long after their parents have died. Our approach reaches beyond the limited boundaries of wills and trusts to provide you with a road map to address your own family’s special needs.
Planning for Two Generations centers upon our Special Needs Planning Timeline™ which highlights the various planning pressure points related to a child’s benefits, legal, and financial issues. The primary focus is to help parents avoid common mistakes and pitfalls in planning. In addition, the new ABLE account and its potential role in planning for your child will be discussed.
Alexandria Nadworny, CFP® and John Nadworny, CFP®, Special Needs Financial Team, Shepherd Financial Partners
The Many Facets of Adult Insurance Services and Supports
This workshop will focus on insurance options available for adults with autism, as well as those with intellectual/developmental disabilities in Massachusetts. A review of both public (MassHealth) and private (BCBS, Cigna, etc.) options will be included. An overview of Medicare, SSDI and SSI will be presented.
Terri Farrell Project Director, Autism Insurance Resource Center
Session 2 10:15 – 11:25
Guardianship – Exploring the Options
Attorney Meredith Greene will focus on the variety of legal options that are available when your child turns 18 and the pros and cons as you make that decision. Additionally, she will speak about the importance of the Special Needs Trust.
Meredith Greene, Attorney, Elder Law and Special Needs Practice Group, Fletcher Tilton
Massachusetts Rehabilitation Commission (MRC)
MRC helps people with disabilities to live and work independently. This workshop will include an overview of services and support through MRC, which includes Disability Determination, Vocational Rehabilitation, and Community Living assistance. Additionally, how MRC partners with other state agencies to deliver these services will be addressed. MRC is an essential agency to explore, particularly for those who will not (or may not) be eligible for DDS.
Jeffrey C. Roberge, MA CRC West District Director, Massachusetts Rehabilitation Commission
Session 3 11:35-1:00
Ask the Agency
Representatives from the Department of Developmental Services Northeast Regional Office will provide information and answer questions regarding: Children’s Services, Adult Autism Services, Family Supports, Transitioning to Adulthood, DDS Eligibility, Self-Directed Services, and more.
Erin Krol, LICSW, Regional Eligibility Coordinator; Amy Nazaire, Regional Family Support Director; Lea Hill, Regional Autism Program Coordinator; Beverly McGovern, Regional Self- Directed Support Manager
RSVP by Friday, March 23rd:
- Contact Michele Klein, Administrative Assistant at 978-287-7900 or email@example.com
- or register online
I hope you will be able to attend. Gail Palm, Family Training Coordinator
Light Refreshments will be served