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FFFP: Finding that Sweet Spot when Planning for Retirement of Three

April 2 @ 10:00 am - 12:00 pm

It’s often true that retirement means stretching income and savings to cover the needs of three people—two parents plus an adult child with a disability.

That’s a big problem for many families. An overwhelming 73% of respondents didn’t have adequate savings for retirement, according to a needs survey conducted by The Arc.

But it’s essential to start, and you need to find the right balance between spending and saving.
No matter how small your savings might be, our guest expert Mark Friese will help in preparing for you and your child’s financial future, covering:

• Getting past the feeling of being overwhelmed
• Kicking off your financial plan
• Legal planning for the future
• Establishing good family communication

Use this vital information to take charge and safeguard your retirement plans.

Our Panel:

Mark Friese, ChSNC™, CRPC®
Senior Vice President
Merrill Lynch

Mark heads the Merrill Lynch Special Needs Group (SNG) based in Washington D.C. SNG’s focus is to help families navigate the complex world that households with special needs members live in. Mark’s group has helped clients and their families plan for their financial futures since he joined Merrill Lynch in 1987.
Mark has one of the few degrees in the country focused on Financial Management for Special Need Families from George Mason University. He has also received both the Certified Special Needs Advisor (CSNA) and Chartered Retirement Planning Counselor (CRPC) designations CRPC®. This expertise is particularly powerful in the cash flow planning for special needs situations, often multigenerational.
Mark is a frequent speaker and has shared his expertise for many academic organizations, community and professional groups. Mark also sits on many boards of organizations that focus on helping the special needs community. His son Christopher has autism, giving Mark a personal insight to children with special needs.

Tia Marsili
Director of Trusts
The Arc of Northern Virginia

Tia oversees the Trust department and is your first point of contact for new trusts. She works one-on-one with families and individuals to plan futures and establish Special Needs Trust (SNTs). Tia connects with families, individuals, agencies and attorneys in Virginia, Maryland, and Washington, DC. She educates the community, various organizations and agencies about comprehensive Futures Planning and (SNT) services.

Register for the webinar here

Details

Date:
April 2
Time:
10:00 am - 12:00 pm
Event Category: