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September 2023

Trust Talk Tuesday – September 26, 2023 (ZOOM Meeting)

September 26, 2023 @ 10:00 am - 11:30 am

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.    

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October 2023

FFFP – October 6, 2023 – Creating Future Guidance and Security: Letter of Intent & Long-Term Advocacy Planning (ZOOM meeting)

October 6, 2023 @ 10:00 am - 11:00 am

Presented by Reanna Weatherford, Assistant Director of Trusts, The Arc of Northern Virginia One of the most daunting issues for family members of a loved one with a disability is ensuring continuity of care when a primary caregiver or advocate must change. How can you be sure that the proper care and consideration for your loved one’s needs will continue after you’re no longer able to provide it? The Letter of Intent is a guidance document that details your loved…

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Trust Talk Tuesday – October 10, 2023 (ZOOM Meeting)

October 10, 2023 @ 10:00 am - 11:30 am

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.    

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Planning for a Retirement for Three

October 20, 2023 @ 10:00 am - 11:30 am

Join us and Special Needs Financial Planner, Chase Phillips, Senior Financial Advisor with Merril Lynch to discuss planning for a retirement for three (or more). For parents who have adult children with disabilities, it can be difficult to know how to save and manage retirement funds. Chase will explore ideas and options to ensure families have what they need, even after the parents are gone. The session will include a Q and A time.

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Trust Talk Tuesday – October 24, 2023 (ZOOM Meeting)

October 24, 2023 @ 10:00 am - 11:30 am

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.    

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November 2023

Meet the Trustee (Morning event)

November 2, 2023 @ 10:00 am - 11:30 am
The Arc of Northern Virginia, 3060 Williams Drive, Suite 300
Fairfax, VA 22031 United States

Families, individuals with disabilities, agencies, attorneys, financial planners and others should take advantage of this annual opportunity to meet our Trustee at one of these two sessions on Thursday November 2, 2023, at 10am or 6pm. Join us as we welcome The Arc of Northern Virginia’s Special Needs Trust Trustee, KeyBank. Moderated by Trust Assistant Director Reanna Weatherford, this facilitated forum allows you to ask questions about trust administration, taxes, investments, executing wills, real estate, property management and more. We…

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Meet the Trustee (Evening event)

November 2, 2023 @ 6:00 pm - 7:30 pm
The Arc of Northern Virginia, 3060 Williams Drive, Suite 300
Fairfax, VA 22031 United States
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Families, individuals with disabilities, agencies, attorneys, financial planners and others should take advantage of this annual opportunity to meet our Trustee at one of these two sessions on Thursday November 2, 2023, at 10am or 6pm. Join us as we welcome The Arc of Northern Virginia’s Special Needs Trust Trustee, KeyBank. Moderated by Trust Assistant Director Reanna Weatherford, this facilitated forum allows you to ask questions about trust administration, taxes, investments, executing wills, real estate, property management and more. We…

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FFFP – November 3, 2023 – Placing Real Estate in a Special Needs Trust, with KeyBank and DBHDS (ZOOM meeting)

November 3, 2023 @ 11:30 am - 12:30 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? For parents of people with disabilities, ensuring a safe place for their child to live is one of their top priorities. A permanent home provides long-term stability and enhances their quality of life. The Arc of Northern Virginia’s Special Needs Trust program can integrate real estate with trust assets, with KeyBank as…

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Trust Talk Tuesday – November 7, 2023 (ZOOM Meeting)

November 7, 2023 @ 10:00 am - 11:30 am

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.    

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Trust Talk Tuesday – November 21, 2023 (ZOOM Meeting)

November 21, 2023 @ 10:00 am - 11:30 am

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.    

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