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November 2020

Special Webinar – Meet Our Trustee – KeyBank (Evening Session)

November 4 @ 7:00 pm - 8:30 pm

Families and individuals have the opportunity to meet our Trustee, KeyBank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome! We will discuss trust administration, taxes, investments, executing wills, real estate and more. Register for the webinar here KeyBank Presenters:  Vincent Miles, CWS®: Vice President, Senior Relationship Manager Cynthia J McDonald, CTFA:…

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Special Webinar – Meet Our Trustee – KeyBank (Morning Session)

November 5 @ 10:00 am - 11:30 am

Families and individuals have the opportunity to meet our Trustee, KeyBank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome! We will discuss trust administration, taxes, investments, executing wills, real estate and more. Register for the webinar here KeyBank Presenters:  Vincent Miles, CWS®: Vice President, Senior Relationship Manager Cynthia J McDonald, CTFA:…

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FFFP: Placing Real Estate in a Special Needs Trust (Webinar)

November 6 @ 10:00 am - 12:00 pm

How can I ensure that my loved one with disabilities has a place to live after I'm gone? Can s/he inherit our home? Can we buy a condo? In this presentation, learn how property and real estate can be handled and leveraged in Special Needs Trusts to increase housing opportunities for individuals with disabilities. Register for the webinar here Presenters: Cindy McDonald, Senior Vice President, KeyBank January Phillips, Trust Real Estate Officer, KeyBank Tia Marsili, Director of Trusts, The Arc…

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Trust Talk Tuesday – November 10, 2020 (ZOOM meeting)

November 10 @ 10:00 am - 11:30 am

These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.  

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Trust Talk Tuesday – November 24, 2020 (ZOOM meeting)

November 24 @ 10:00 am - 11:30 am

These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.  

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December 2020

FFFP: Social Security – Application and Appeal Process for SSI & SSDI

December 4 @ 10:00 am - 12:00 pm

Comprehending the intricate web of public benefits available to people with disabilities is difficult. In this presentation, learn how and when to apply for adult disability (SSI and/or SSDI), what to do if you have to appeal a decision to deny benefits, and how to leverage your benefits once you start receiving them. Register for the webinar here Presenters: Derek Cervoni, Attorney Tia Marsili, Director of Trusts, The Arc of Northern Virginia

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Trust Talk Tuesday – December 8, 2020 (ZOOM meeting)

December 8 @ 10:00 am - 11:30 am

These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.

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Trust Talk Tuesday – December 22, 2020 (ZOOM meeting)

December 22 @ 10:00 am - 11:30 pm

These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.

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January 2021

Trust Talk Tuesday – January 5, 2021 (ZOOM meeting)

January 5, 2021 @ 10:00 am - 11:30 am

These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Please register here. Note due to COVID-19, this is a Zoom virtual meeting rather than in-person meeting.

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FFFP: Special Needs Trusts and ABLE Accounts

January 8, 2021 @ 10:00 am - 12:00 pm

It is important to ensure that your child is financially secure when you can no longer provide help. In this presentation, learn about the roles of Special Needs Trusts and ABLE Accounts in safeguarding government benefits while ensuring your child’s personal needs and aspirations are met now and in the future. Register for the webinar here Presenter: Tia Marsili, Director of Trusts, The Arc of Northern Virginia

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