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September 2023
FFFP – September 8, 2023 – SECURE 2.0 Act (ZOOM meeting)
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…
Find out more »Trust Talk Tuesday – September 12, 2023 (ZOOM Meeting)
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.
Find out more »Trust Talk Tuesday – September 26, 2023 (ZOOM Meeting)
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.
Find out more »October 2023
FFFP – October 6, 2023 – Creating Future Guidance and Security: Letter of Intent & Long-Term Advocacy Planning (ZOOM meeting)
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…
Find out more »Trust Talk Tuesday – October 10, 2023 (ZOOM Meeting)
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.
Find out more »Planning for a Retirement for Three
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.
Find out more »Trust Talk Tuesday – October 24, 2023 (ZOOM Meeting)
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.
Find out more »November 2023
Meet the Trustee (Morning event)
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…
Find out more »Meet the Trustee (Evening event)
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…
Find out more »FFFP – November 3, 2023 – Placing Real Estate in a Special Needs Trust, with KeyBank and DBHDS (ZOOM meeting)
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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