Past Events

Presented by Cortney Heykoop, Clover Leaf Wealth Strategies 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 this month by Cortney Heykoop of Clover Leaf Strategies. This session will feature certified financial professionals answering your questions regarding financial futures planning.      

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.    

“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…

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.        

Presented by Sarah C. Aviles, Attorney at Law, McCandlish Lillard Future financial planning is such a crucial part of preparing for what lies ahead for individuals with disabilities after their parents and families can no longer watch out for them. A Special Needs Trust with The Arc of Northern Virginia and KeyBank can be the financial tool that provides a measure of security and independent living with supports for years to come. It is important to ensure that your child…

These small group discussions will focus on Special Needs Trusts and futures planning. We 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.

Presented by Peter J. Wall, Director of Fiduciary Services at True Link Financial Advisors Families planning for loved ones with disabilities know that it's a complicated process. Thanks to unique provisions created by the SECURE 2.0 Act, there are now amazing opportunities to maximize the effect of leaving IRAs and other retirement vehicles to people with disabilities and their Special Needs Trust. Nationally recognized speaker Peter J Wall (Director, True Link Financial) will review this enhanced planning opportunity, inherited IRA…