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X-WR-CALNAME:Special Needs Trust Program
X-ORIGINAL-URL:https://thearcofnovatrust.org
X-WR-CALDESC:Events for Special Needs Trust Program
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DTSTART;TZID=America/New_York:20201104T190000
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DTSTAMP:20260417T074620
CREATED:20201005T214555Z
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UID:3560-1604516400-1604521800@thearcofnovatrust.org
SUMMARY:Special Webinar - Meet Our Trustee - KeyBank (Evening Session)
DESCRIPTION:Families and individuals have the opportunity to meet our Trustee\, KeyBank.\nCome and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome!\nWe will discuss trust administration\, taxes\, investments\, executing wills\, real estate and more.\n\n\n\nRegister for the webinar here\n\n\nKeyBank Presenters: \n\nVincent Miles\, CWS®: Vice President\, Senior Relationship Manager\nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice\nPeter Morici\, CFP®\, CPA: Sr. Vice President\, Senior Portfolio Strategist\nSandra Kubit: Vice President\, Senior Institutional Advisor\nLinda Hall: Senior Tax Analyst\, KeyBank National Trust Tax \n\nTia Marsili\, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion. \n\nRSVP is required. Please note this session will NOT be recorded.
URL:https://thearcofnovatrust.org/event/special-webinar-meet-our-trustee-key-private-bank-evening-session/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201105T100000
DTEND;TZID=America/New_York:20201105T113000
DTSTAMP:20260417T074620
CREATED:20201005T215033Z
LAST-MODIFIED:20201005T215033Z
UID:3563-1604570400-1604575800@thearcofnovatrust.org
SUMMARY:Special Webinar – Meet Our Trustee – KeyBank (Morning Session)
DESCRIPTION:Families and individuals have the opportunity to meet our Trustee\, KeyBank.\nCome and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome!\nWe will discuss trust administration\, taxes\, investments\, executing wills\, real estate and more.\n\n\n\n\n\nRegister for the webinar here\n\n\n\n\n\n\n\nKeyBank Presenters: \n\nVincent Miles\, CWS®: Vice President\, Senior Relationship Manager\nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice\nPeter Morici\, CFP®\, CPA: Sr. Vice President\, Senior Portfolio Strategist\nSandra Kubit: Vice President\, Senior Institutional Advisor\nLinda Hall: Senior Tax Analyst\, KeyBank National Trust Tax \n\nTia Marsili\, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion. \n\n\n\n\n\n\n\n\n\n\n\nRSVP is required. Please note this session will NOT be recorded.
URL:https://thearcofnovatrust.org/event/special-webinar-meet-our-trustee-key-private-bank-morning-session/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201106T100000
DTEND;TZID=America/New_York:20201106T120000
DTSTAMP:20260417T074620
CREATED:20201005T221115Z
LAST-MODIFIED:20201005T221115Z
UID:3573-1604656800-1604664000@thearcofnovatrust.org
SUMMARY:FFFP: Placing Real Estate in a Special Needs Trust (Webinar)
DESCRIPTION: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? In this presentation\, learn how property and real estate can be handled and leveraged in Special Needs Trusts to increase housing opportunities for individuals with disabilities. \nRegister for the webinar here \nPresenters:\nCindy McDonald\, Senior Vice President\, KeyBank\nJanuary Phillips\, Trust Real Estate Officer\, KeyBank\nTia Marsili\, Director of Trusts\, The Arc of Northern Virginia
URL:https://thearcofnovatrust.org/event/fffp-placing-real-estate-in-a-special-needs-trust-webinar/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201110T100000
DTEND;TZID=America/New_York:20201110T113000
DTSTAMP:20260417T074620
CREATED:20201020T143657Z
LAST-MODIFIED:20201020T143657Z
UID:3593-1605002400-1605007800@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – November 10\, 2020 (ZOOM meeting)
DESCRIPTION: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. \nPlease register here. \nNote due to COVID-19\, this is a Zoom virtual meeting rather than in-person meeting. \n 
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday/
CATEGORIES:Trust Talk Tuesday
ORGANIZER;CN="Allie Shelby":MAILTO:front.desk@thearcofnova.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201124T100000
DTEND;TZID=America/New_York:20201124T113000
DTSTAMP:20260417T074620
CREATED:20201020T144025Z
LAST-MODIFIED:20201020T144025Z
UID:3597-1606212000-1606217400@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – November 24\, 2020 (ZOOM meeting)
DESCRIPTION: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. \nPlease register here. \nNote due to COVID-19\, this is a Zoom virtual meeting rather than in-person meeting. \n 
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-november-24-2020-zoom-meeting/
CATEGORIES:Trust Talk Tuesday
ORGANIZER;CN="Allie Shelby":MAILTO:front.desk@thearcofnova.org
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