Planning for Two Generations centers upon the Special Needs Planning Timeline™.*
This timeline highlights the various planning pressure points where parents should be aware of changes relating to their child’s benefits, legal, and financial issues.
The primary focus is to help parents avoid common mistakes and pitfalls in their own planning. We will also discuss the ABLE accounts and strategies on when and how to establish one.
Alexandria Nadworny, CFP®, CTFA, Vice President, Wealth Advisor, Sequoia Financial Group, is a Certified Financial Planner™ professional working with individuals and families to help them plan and invest for their future. She assists in prioritizing the diverse goals that require thoughtful consideration when planning for a loved one with special needs.
Alex is the sister and future guardian of James, her brother with Down Syndrome. She has a deep understanding of all the roles and responsibilities that will need to be filled one day. Alex designed a program called A Team to Carry On, a framework for parents to use when planning for the time when they can no longer do all that is required for their child. She is dedicated to educational outreach, frequently presenting workshops for families and is a sought-after speaker for professional conferences.
Date: Thursday, March 28, 2024
Time: 6:30-7:45 P.M. via Webinar
(We will send you the Zoom link following registration)
R.S.V.P. by Monday, March 25th and please include your phone number and town when registering.
I hope you attend ~ Gail Palm, Family Training Coordinator
Feel free to pass this on to anyone you think may be interested.
*from the Special Needs Planning guide co-authored by John Nadworny and Cynthia Haddad