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X-WR-CALDESC:Events for Special Needs Trust Program
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DTSTART;TZID=America/New_York:20230602T100000
DTEND;TZID=America/New_York:20230602T233000
DTSTAMP:20260502T122255
CREATED:20220523T173330Z
LAST-MODIFIED:20230530T180533Z
UID:4866-1685700000-1685748600@thearcofnovatrust.org
SUMMARY:FFFP - June 2\, 2023 - Financial Planning Under Unique Circumstances (via ZOOM)
DESCRIPTION:Presented by Cortney Heykoop\, Clover Leaf Wealth Strategies\, LLC and Tia Marsili\, Trust Director at The Arc of Northern Virginia \nPlanning for the financial future for your child with a disability is crucial\, and it is also one of the most personal experiences a parent can have. It’s not just about planning for the future; it’s planning for a future that you as a parent won’t always be around to help with. The circumstances of your family’s needs may be unusual and require a specialized approach. \nIn this session\, we’ll explore not just how to plan for that financial future with a Special Needs Trust with The Arc of Northern Virginia\, but also the personal steps you can take to make the process one you can trust. We’ll look at the process with an eye towards creating trusting relationships with all the parties involved in establishing and maintaining a Special Needs Trust for your loved one. \nCortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance.  While spending most of her career in finance\, she also owned and operated Heykoop Photography for a handful of years when her children were young.  This entrepreneurial experience was highly successful and gave her the confidence and experience to take on larger pursuits.  After reentering the finance world in 2015\, Cortney dreamt of stepping out on her own as an independent financial advisor.  In September of 2018\, she opened the doors of Clover Leaf Wealth Strategies. \nMrs. Heykoop focuses on financial planning for families in Loudoun County Virginia with a passion for the special needs market.   This passion grew after adopting a special needs child 16 years ago.  With the arrival of her daughter she experienced\, firsthand\, the isolation and lack of support parents felt as they struggled with daily challenges and complex issues- The importance of a trusted advisor\, had never been more evident.  Cortney\, a Chartered Special Needs Consultant\, works daily to be that trusted advisor and resource for the families she works with and the community at large. \nCortney is a member The Society for International Development\, a Member of the Lucketts Ruritan Chapter\, Lucketts Business Collaborative\, the Leesburg Business Forum\, the Loudoun County Chamber of Commerce\, Lucketts Elementary PTA\, multiple Boosters Clubs and a multi-troop Leader for the Girl Scouts of America.  Cortney resides in Lucketts Virginia with her husband\, Justin\, and three children.  When not taxiing children to and from soccer\, dance or gymnastics\, Cortney enjoys time at Deep Creek Lake with family\, friends and her favorite camera. \n  \n  \n \n 
URL:https://thearcofnovatrust.org/event/fffp-june-2-2023-and-now-what-how-to-futures-plan-rediscover-trust-and-create-relationships/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230606T100000
DTEND;TZID=America/New_York:20230606T113000
DTSTAMP:20260502T122255
CREATED:20230103T143207Z
LAST-MODIFIED:20230405T154945Z
UID:5002-1686045600-1686051000@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday - June 6\, 2023 (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. \nQuestions pertaining to general disability issues in regards to future financial planning are welcome. \n  \n \n 
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-june-6-2023-zoom-meeting/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230606T180000
DTEND;TZID=America/New_York:20230606T193000
DTSTAMP:20260502T122255
CREATED:20230516T143519Z
LAST-MODIFIED:20230516T153731Z
UID:5126-1686074400-1686079800@thearcofnovatrust.org
SUMMARY:Futures Planning: Special Needs Trusts and ABLE accounts (with The Arc of Frederick County) - ZOOM meeting
DESCRIPTION:It is important to ensure that your adult child is financially secure when you are no longer around to provide help. Planning is the key to success. In this presentation\, learn about the roles of Special Needs Trusts and ABLE accounts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. \nPresented by Tia Marsili\, Director of Trusts\, The Arc of Northern Virginia \nTia oversees the Trust Department and works one-on-one with families and individuals to plan futures and establish SNTs throughout Maryland\, Virginia and DC. She educates the community\, professionals and agencies about comprehensive Futures Planning and SNT services. \n \n 
URL:https://thearcofnovatrust.org/event/futures-planning-june6/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230616T100000
DTEND;TZID=America/New_York:20230616T113000
DTSTAMP:20260502T122255
CREATED:20230214T205737Z
LAST-MODIFIED:20230405T155044Z
UID:5036-1686909600-1686915000@thearcofnovatrust.org
SUMMARY:Social Security Basics - June 16\, 2023
DESCRIPTION:Which benefits can help my loved one with disabilities? \nWhen and how do I start the application process? \nWhat do I do if my application is denied? \nHow do I protect the benefits after I secure them? \nGovernment programs can help pay for the needs of adults with disabilities. The challenge is knowing which benefits to apply for\, when to apply and how to apply. \nJoin our online event to get information for Supplemental Security Income (SSI) and Social Security Disability Insurance\, Retirement\, Survivorship and Disabled Adult Child (SSDI). \nArm yourself with the futures planning you need! \n \nPresented by: \nTia Marsili\nThe Arc of Northern Virginia Trust Director \nTia Marsili oversees The Arc of Northern Virginia’s Trust department and works one to one with families and individuals to plan futures and establish SNTs throughout Maryland\, Virginia and Washington\, DC. \n 
URL:https://thearcofnovatrust.org/event/social-security-basics-june-6-2023/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230620T100000
DTEND;TZID=America/New_York:20230620T113000
DTSTAMP:20260502T122255
CREATED:20230103T143308Z
LAST-MODIFIED:20230405T155202Z
UID:5003-1687255200-1687260600@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday - June 20\, 2023 (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. \nQuestions pertaining to general disability issues in regards to future financial planning are welcome. \n  \n \n 
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-june-20-2023-zoom-meeting/
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