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X-WR-CALDESC:Events for Special Needs Trust Program
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211104T100000
DTEND;TZID=America/New_York:20211104T113000
DTSTAMP:20260620T014024
CREATED:20210817T183850Z
LAST-MODIFIED:20211008T195853Z
UID:4267-1636020000-1636025400@thearcofnovatrust.org
SUMMARY:Meet The Trustee (Morning)
DESCRIPTION:Families\, individuals with disabilities\, agencies\, attorneys\, financial planners and others must take advantage of this annual opportunity to meet our Trustee\, KeyBank\, during these two facilitated Thursday sessions. \nRSVP and join us as we welcome The Arc of Northern Virginia’s Special Needs Trust (SNT) partner KeyBank. Current trust client or not\, if you have questions related to SNT administration\, you must RSVP! All are welcome! \nThis facilitated forum allows you to ask questions and receive straight answers about trust administration\, taxes\, investments\, executing wills\, real estate\, property management\, and more. We welcome you to send in your questions in advance. Before the event\, we’ll organize them\, send them to our partners at KeyBank\, and present them Thursday. You may also ask questions live! \nThis event\, held only twice annually\, this year on Thursday\, November 4\, 2021\, is very popular. We invite anyone who has questions about trust administration to join us. KeyBank’s experts are available to answer a wide variety of questions. We will record the session\, but only to be able to transcribe the questions and answers which we’ll send out to those who have RSVP’ed. \nDon’t miss this valuable opportunity to pose your questions and hear the answers firsthand. Remember\, this event is only held annually in November. Come one\, come all! We look forward to seeing you online. \nRegister for the event here \nKeyBank Presenters:  \nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice \nPeter Morici\, CFP®\, CPA: Senior. Vice President\, Senior Portfolio Strategist \nVincent Miles\, CWS®: Senior Vice President\, Senior Relationship Manager \nLinda Hall\, CPA: Vice President\, Senior Tax Analyst \nJanuary Phillips\, Trust Real Estate Officer\, Key Private Bank \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/meet-the-trustee-morning/
CATEGORIES:First Fridays Futures Planning
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211104T190000
DTEND;TZID=America/New_York:20211104T203000
DTSTAMP:20260620T014024
CREATED:20210817T184204Z
LAST-MODIFIED:20211008T200627Z
UID:4270-1636052400-1636057800@thearcofnovatrust.org
SUMMARY:Meet The Trustee (Evening)
DESCRIPTION:Families\, individuals with disabilities\, agencies\, attorneys\, financial planners and others must take advantage of this annual opportunity to meet our Trustee\, KeyBank\, during these two facilitated Thursday sessions. \nRSVP and join us as we welcome The Arc of Northern Virginia’s Special Needs Trust (SNT) partner KeyBank. Current trust client or not\, if you have questions related to SNT administration\, you must RSVP! All are welcome! \nThis facilitated forum allows you to ask questions and receive straight answers about trust administration\, taxes\, investments\, executing wills\, real estate\, property management\, and more. We welcome you to send in your questions in advance. Before the event\, we’ll organize them\, send them to our partners at KeyBank\, and present them Thursday. You may also ask questions live! \nThis event\, held only twice annually\, this year on Thursday\, November 4\, 2021\, is very popular. We invite anyone who has questions about trust administration to join us. KeyBank’s experts are available to answer a wide variety of questions. We will record the session\, but only to be able to transcribe the questions and answers which we’ll send out to those who have RSVP’ed. \nDon’t miss this valuable opportunity to pose your questions and hear the answers firsthand. Remember\, this event is only held annually in November. Come one\, come all! We look forward to seeing you online. \nRegister for the event here \nKeyBank Presenters:  \nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice \nVincent Miles\, CWS®: Senior Vice President\, Senior Relationship Manager \nPeter Morici\, CFP®\, CPA: Senior. Vice President\, Senior Portfolio Strategist \nLinda Hall\, CPA: Vice President\, Senior Tax Analyst \n  \nTia Marsili\, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion. \nRSVP is required. Please note this session will NOT be recorded.
URL:https://thearcofnovatrust.org/event/meet-the-trustee-evening/
CATEGORIES:Upcoming Events
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211105T100000
DTEND;TZID=America/New_York:20211105T113000
DTSTAMP:20260620T014024
CREATED:20210807T234038Z
LAST-MODIFIED:20211008T200857Z
UID:4253-1636106400-1636111800@thearcofnovatrust.org
SUMMARY:FFFP: Placing Real Estate in a Special Needs Trust
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? \nFor 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. \nThe Arc of Northern Virginia’s Special Needs Trust program can integrate real estate with trust assets\, with KeyBank as trustee. \nJoin our webinar to build your knowledge. Learn how property and real estate is handled and leveraged in a Special Needs Trusts to increase housing opportunities for individuals with disabilities.\nWe’ll also share the rights and laws for people with disabilities in residential settings in VA\, MD and Washington\, DC. \nOur Panel:\nCynthia J McDonald\, CTFA\nSenior Vice President\, National Director of Philanthropic Advice\nKey Private Bank \nVincent Miles\, CWS®\nSenior Vice President\, Senior Relationship Manager\nKey Private Bank \nJanuary Phillips\nTrust Real Estate Officer\nKey Private Bank \nAbby Volin\nAttorney Advisor\nDC Office of Disability Rights \nTia Marsili\nDirector of Trusts\nThe Arc of Northern Virginia \nRegister for the webinar here
URL:https://thearcofnovatrust.org/event/fffp-placing-real-estate-in-a-special-needs-trust/
CATEGORIES:First Fridays Futures Planning
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211106T083000
DTEND;TZID=America/New_York:20211106T180000
DTSTAMP:20260620T014024
CREATED:20211014T164329Z
LAST-MODIFIED:20211014T164329Z
UID:4580-1636187400-1636221600@thearcofnovatrust.org
SUMMARY:Making Headway 2021
DESCRIPTION:The Arc of Northern Virginia will attend Making Headway 2021 as an exhibitor.\nLook out for our table to hear more about our Special Needs  Trust program!
URL:https://thearcofnovatrust.org/event/making-headway-2021/
LOCATION:Hotel Roanoke\, 110 Shenandoah Ave NE\, Roanoke\, VA\, 24016\, United States
CATEGORIES:Conference
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211109T100000
DTEND;TZID=America/New_York:20211109T113000
DTSTAMP:20260620T014024
CREATED:20211008T203806Z
LAST-MODIFIED:20211008T203806Z
UID:4569-1636452000-1636457400@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday –  November 9th\, 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-november-9th-2021-zoom-meeting/
CATEGORIES:Trust Talk Tuesday
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211115T190000
DTEND;TZID=America/New_York:20211115T200000
DTSTAMP:20260620T014024
CREATED:20211113T222734Z
LAST-MODIFIED:20211114T204917Z
UID:4633-1637002800-1637006400@thearcofnovatrust.org
SUMMARY:Special Needs Trusts (with NAMI Virginia)
DESCRIPTION:It is important to ensure that your child is financially secure when you are no longer around to provide help.\nIn 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. \nView event ‘live’
URL:https://thearcofnovatrust.org/event/special-needs-trusts-with-nami-virginia/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211119T100000
DTEND;TZID=America/New_York:20211119T113000
DTSTAMP:20260620T014024
CREATED:20210802T205618Z
LAST-MODIFIED:20211018T160925Z
UID:4239-1637316000-1637321400@thearcofnovatrust.org
SUMMARY:TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday —
DESCRIPTION:Facilitated forum for finance queries\, answered by certified financial planners.\nOn the third Friday of every alternate month. \nRegister for the webinar here
URL:https://thearcofnovatrust.org/event/tgifff-thank-goodness-its-finan%c2%a2ial-fitne-friday-4/
CATEGORIES:Thank Goodness It's Finan¢ial Fitne$$ Friday
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211123T100000
DTEND;TZID=America/New_York:20211123T113000
DTSTAMP:20260620T014024
CREATED:20211008T204057Z
LAST-MODIFIED:20211008T204111Z
UID:4570-1637661600-1637667000@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday –  November 23th\, 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-november-23th-2021-zoom-meeting/
CATEGORIES:Trust Talk Tuesday
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