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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]