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June 2023
FFFP – June 2, 2023 – Financial Planning Under Unique Circumstances
Presented by Cortney Heykoop, Clover Leaf Wealth Strategies, LLC and Tia Marsili, Trust Director at The Arc of Northern Virgina Planning for the financial future for your child with a disability is crucial, and it is also one of the most personal experiences a parent can have. It's not just about planning for the future; it's planning for a future that you as a parent won't always be around to help with. The circumstances of your family's needs may be…
Find out more »Trust Talk Tuesday – June 6, 2023 (ZOOM Meeting)
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. Questions pertaining to general disability issues in regards to future financial planning are welcome.
Find out more »Futures Planning: Special Needs Trusts and ABLE accounts (with The Arc of Frederick County) – ZOOM meeting
It is important to ensure that your adult child is financially secure when you are no longer around to provide help. Planning is the key to success. In this presentation, learn about the roles of Special Needs Trusts and ABLE accounts in safeguarding government benefits while ensuring your (adult) child's personal needs and aspirations continue to be met in the future. Presented by Tia Marsili, Director of Trusts, The Arc of Northern Virginia Tia oversees the Trust Department and works…
Find out more »Social Security Basics – June 16, 2023
Which benefits can help my loved one with disabilities? When and how do I start the application process? What do I do if my application is denied? How do I protect the benefits after I secure them? Government programs can help pay for the needs of adults with disabilities. The challenge is knowing which benefits to apply for, when to apply and how to apply. Join our online event to get information for Supplemental Security Income (SSI) and Social Security…
Find out more »Trust Talk Tuesday – June 20, 2023 (ZOOM Meeting)
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. Questions pertaining to general disability issues in regards to future financial planning are welcome.
Find out more »July 2023
FFFP – July 7, 2023 – Strategies to Protect Senior Savings from Medical Costs, and Why You Should Invest in a Senior Protection Trust
Presented by Yahne Miorini, principal at Miorini Law PLLC While a living revocable trust can avoid probate and organize wealth transfers, the Senior Assets Protections Trust goes further to protect against nursing home exorbitant costs and senior scams. Join Yahne Miorini for this informative session and learn more about the options for future financial planning and senior care. Ms. Miorini focuses her practice on domestic and international estate planning, probate, trust administration and related tax matters, elder law and Veterans’…
Find out more »Trust Talk Tuesday – July 18, 2023 (ZOOM Meeting)
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. Questions pertaining to general disability issues in regards to future financial planning are welcome.
Find out more »TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday (ZOOM meeting)
Presented by Peter Morici, CFP(R), CPA, Sr. VP, Portfolio Strategy Tia Marsili, Director of Trusts For people with disabilities and their families, it is absolutely critical to make careful plans for your financial future. The prospect can feel daunting, but you don’t have to do it alone. The Arc of Northern Virginia hosts this quarterly online roundtable discussion, led by Trust Director Tia Marsili. Each session will feature certified financial professionals answering your questions regarding financial futures planning. …
Find out more »The Arc of Virginia 2023 State Convention
Members of The Arc of Northern Virginia's Trust Team will be on hand to answer questions and provide information of future financial planning and Special Needs Trusts.
Find out more »August 2023
FFFP – August 4, 2023 – Disbursements from Special Needs Trusts
“What are the allowable expenses for special needs trust?” “How can I pay my bills?” A special needs trust (SNT) can be used to pay for a broad variety of things for the beneficiary to enhance her/his/their quality of life, while at the same time allowing her/him/them to remain eligible for government benefits. It is also used for money management purposes. But using your trust money is not just about what’s allowed or not. Making good choices about how to…
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