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June 2021

FFFP: Estate Planning and Legal Documents

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

How can you leave money to your child with disabilities without jeopardizing their government benefits? Who will manage the money? How can you guarantee that funds will be available once you’re gone? Estate planning for your loved one with special needs goes beyond the standard list of a will, power of attorney and advance medical directive. Your strategy should ensure your child has a steady flow of funds whilst protecting his/her eligibility for government benefits and enhancing the quality of…

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Trust Talk Tuesday – June 8th, 2021 (ZOOM meeting)

June 8 @ 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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TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday —

June 18 @ 10:00 am - 11:30 am

Facilitated forum for finance queries, answered by certified financial planners. On the third Friday of almost every month. (every quarter reserved for our Armed Forces audience). Register for the webinar here Presenter: Tia Marsili, Director of Trusts, The Arc of Northern Virginia

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Trust Talk Tuesday – June 22nd, 2021 (ZOOM meeting)

June 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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July 2021

Autism Resource Clinic

July 1 @ 8:00 am - 12:30 pm
|Recurring Event (See all)

An event every month that begins at 8:00 am on day First of the month, happening 11 times

Fort Belvoir Community Hospital, 9300 DeWitt Loop Fort Belvoir VA 22060 United States

By invitation only: In-person and virtual hybrid event The Autism Resource Clinic aims to empower families with teamwork. It gathers autism resources available to the community, presenting relevant professionals and organizations in their monthly sessions. Our Special Needs Trust Director Tia Marsili will present on the topic "Guardianship and Special Needs Trust" this month.

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FFFP: Special Needs Trusts & ABLE Accounts

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

So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability. That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January. We’re revisiting the topic in July. Learn more; ask your questions; understand how these two important but distinct tools serve your needs: the differences between Special Needs Trusts and ABLE Accounts the strengths and limitations…

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Trust Talk Tuesday – July 6th, 2021 (ZOOM meeting)

July 6 @ 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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TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday —

July 16 @ 10:00 am - 11:30 am

Facilitated forum for finance queries, answered by certified financial planners. On the third Friday of almost every month. (every quarter reserved for our Armed Forces audience). Register for the webinar here Our Guest Speaker: Jerry L. Hulick, CLU, ChFC, ChSNC, CLTC Senior Planner, The Washington Group Special Care Planning Team Formerly the General Agent of The Washington Group of MassMutual, Jerry started The Washington Group Special Care Planning Team in 2004. Its mission is to help make a positive difference…

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Trust Talk Tuesday – July 20th, 2021 (ZOOM meeting)

July 20 @ 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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Special Needs Trusts: Consultations & Appointments

July 23 @ 10:00 am - 3:00 pm
|Recurring Event (See all)

An event every month that begins at 10:00 am on day Second of the month, repeating until October 8, 2021

An event every month that begins at 10:00 am on day Second of the month, repeating until October 8, 2021

Join Tia Marsili, Director of Trusts, and Ashley Welch, Client Manager, for individual consultations and/or appointments to set up a Special Needs Trust. Please specify your needs at the time you set up an appointment. Slots are open from 10 a.m. to 3 p.m. on these dates: July 23 September 10 October 8 Contact Allie Shelby by phone or email to specify a preferred date and choose either: a 50-minute consultation; or an 80-minute appointment to establish a trust Contact:…

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