So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability. That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January. We’re revisiting the topic in July. Learn more; ask your […]
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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 […] |
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Facilitated forum for finance queries, answered by certified financial planners. On the third Friday of almost every month. (every quarter reserved for our Armed Forces audience). Register for the webinar here Our Guest Speaker: Jerry L. Hulick, CLU, ChFC, ChSNC, CLTC Senior Planner, The Washington Group Special Care Planning Team Formerly the General Agent of […] |
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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 […] |
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Join Tia Marsili, Director of Trusts, and Ashley Welch, Client Manager, for individual consultations and/or appointments to set up a Special Needs Trust. Please specify your needs at the time you set up an appointment. Slots are open from 10 a.m. to 3 p.m. on these dates: July 23 September 10 October 8 Contact Allie […] |
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It is important to ensure that your child is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: Tia Marsili […] |
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