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X-WR-CALDESC:Events for Special Needs Trust Program
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DTSTART;TZID=America/New_York:20210402T100000
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DTSTAMP:20260502T013207
CREATED:20210107T203844Z
LAST-MODIFIED:20210107T203844Z
UID:3727-1617357600-1617364800@thearcofnovatrust.org
SUMMARY:FFFP: Finding that Sweet Spot when Planning for Retirement of Three
DESCRIPTION:It’s often true that retirement means stretching income and savings to cover the needs of three people—two parents plus an adult child with a disability. \nThat’s a big problem for many families. An overwhelming 73% of respondents didn’t have adequate savings for retirement\, according to a needs survey conducted by The Arc. \nBut it’s essential to start\, and you need to find the right balance between spending and saving.\nNo matter how small your savings might be\, our guest expert Mark Friese will help in preparing for you and your child’s financial future\, covering: \n• Getting past the feeling of being overwhelmed\n• Kicking off your financial plan\n• Legal planning for the future\n• Establishing good family communication \nUse this vital information to take charge and safeguard your retirement plans. \nOur Panel: \nMark Friese\, ChSNC™\, CRPC®\nSenior Vice President \nMerrill Lynch \nMark heads the Merrill Lynch Special Needs Group (SNG) based in Washington D.C. SNG’s focus is to help families navigate the complex world that households with special needs members live in. Mark’s group has helped clients and their families plan for their financial futures since he joined Merrill Lynch in 1987. \nMark has one of the few degrees in the country focused on Financial Management for Special Need Families from George Mason University. He has also received both the Certified Special Needs Advisor (CSNA) and Chartered Retirement Planning Counselor (CRPC) designations CRPC®. This expertise is particularly powerful in the cash flow planning for special needs situations\, often multigenerational. \nMark is a frequent speaker and has shared his expertise for many academic organizations\, community and professional groups. Mark also sits on many boards of organizations that focus on helping the special needs community. His son Christopher has autism\, giving Mark a personal insight to children with special needs. \nTia Marsili\nDirector of Trusts\nThe Arc of Northern Virginia \nTia oversees the Trust department and is your first point of contact for new trusts. She works one-on-one with families and individuals to plan futures and establish Special Needs Trust (SNTs). Tia connects with families\, individuals\, agencies and attorneys in Virginia\, Maryland\, and Washington\, DC. She educates the community\, various organizations and agencies about comprehensive Futures Planning and (SNT) services. \nRegister for the webinar here
URL:https://thearcofnovatrust.org/event/fffp-finding-that-sweet-spot-when-planning-for-retirement-of-three/
CATEGORIES:First Fridays Futures Planning
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DTSTART;TZID=America/New_York:20210413T100000
DTEND;TZID=America/New_York:20210413T113000
DTSTAMP:20260502T013207
CREATED:20210328T071011Z
LAST-MODIFIED:20210328T071011Z
UID:3939-1618308000-1618313400@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – April 13th\, 2021 (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.
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-april-13th-2021-zoom-meeting/
CATEGORIES:Trust Talk Tuesday
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210416T100000
DTEND;TZID=America/New_York:20210416T113000
DTSTAMP:20260502T013207
CREATED:20210208T193656Z
LAST-MODIFIED:20210208T193656Z
UID:3801-1618567200-1618572600@thearcofnovatrust.org
SUMMARY:TGIFFF - Thank Goodness It's Finan¢ial Fitne$$ Friday
DESCRIPTION:Facilitated forum for finance queries\, answered by certified financial planners.\nOn the third Friday of almost every month.\n(every quarter reserved for our Armed Forces audience). \nRegister for the webinar here \nPresenter:\nTia Marsili\, Director of Trusts\, The Arc of Northern Virginia
URL:https://thearcofnovatrust.org/event/tgifff-thank-god-its-finan%c2%a2ial-fitne-friday-2021-04-16/
CATEGORIES:Thank Goodness It's Finan¢ial Fitne$$ Friday
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DTSTART;TZID=America/New_York:20210427T100000
DTEND;TZID=America/New_York:20210427T113000
DTSTAMP:20260502T013207
CREATED:20210328T072153Z
LAST-MODIFIED:20210328T072153Z
UID:3941-1619517600-1619523000@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – April 27\, 2021 (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.
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-april-27-2021-zoom-meeting/
CATEGORIES:Trust Talk Tuesday
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