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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T100000
DTEND;TZID=America/New_York:20231102T113000
DTSTAMP:20260502T164606
CREATED:20231004T154833Z
LAST-MODIFIED:20231005T034623Z
UID:5200-1698919200-1698924600@thearcofnovatrust.org
SUMMARY:Meet the Trustee (Morning event)
DESCRIPTION:Families\, individuals with disabilities\, agencies\, attorneys\, financial planners and others should take advantage of this annual opportunity to meet our Trustee at one of these two sessions on Thursday November 2\, 2023\, at 10am or 6pm. \nJoin us as we welcome The Arc of Northern Virginia’s Special Needs Trust Trustee\, KeyBank. Moderated by Trust Assistant Director Reanna Weatherford\, this facilitated forum allows you to ask questions about trust administration\, taxes\, investments\, executing wills\, real estate\, property management and more. \nWe welcome you to send in your questions in advance for our KeyBank partners\, or ask them live! \nNOTE: This event will be held in person at our new office space at Venture X in Fairfax. Join us and experience our beautiful new facilities at 3060 Williams Drive\, Suite 300 in Fairfax! \nKeyBank Presenters:\nVincent Miles\, CWS\, Senior Vice President\, Senior Relationship Manager\nCynthia J. McDonald\, CTFA\, Senior Vice President\, National Director of Philanthropic Advice\nPeter Morici\, CFP\, CPA\, Senior Vice President\, Senior Portfolio Strategist\nLinda Hall\, Vice President\, Senior Tax Analyst \n 
URL:https://thearcofnovatrust.org/event/meet-the-trustee-morning-event/
LOCATION:The Arc of Northern Virginia\, 3060 Williams Drive\, Suite 300\, Fairfax\, VA\, 22031\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T180000
DTEND;TZID=America/New_York:20231102T193000
DTSTAMP:20260502T164606
CREATED:20231004T155631Z
LAST-MODIFIED:20231005T034653Z
UID:5202-1698948000-1698953400@thearcofnovatrust.org
SUMMARY:Meet the Trustee (Evening event)
DESCRIPTION:Families\, individuals with disabilities\, agencies\, attorneys\, financial planners and others should take advantage of this annual opportunity to meet our Trustee at one of these two sessions on Thursday November 2\, 2023\, at 10am or 6pm. \nJoin us as we welcome The Arc of Northern Virginia’s Special Needs Trust Trustee\, KeyBank. Moderated by Trust Assistant Director Reanna Weatherford\, this facilitated forum allows you to ask questions about trust administration\, taxes\, investments\, executing wills\, real estate\, property management and more. \nWe welcome you to send in your questions in advance for our KeyBank partners\, or ask them live! \nNOTE: This event will be held in person at our new office space at Venture X in Fairfax. Join us and experience our beautiful new facilities at 3060 Williams Drive\, Suite 300 in Fairfax! \nKeyBank Presenters:\nVincent Miles\, CWS\, Senior Vice President\, Senior Relationship Manager\nCynthia J. McDonald\, CTFA\, Senior Vice President\, National Director of Philanthropic Advice\nPeter Morici\, CFP\, CPA\, Senior Vice President\, Senior Portfolio Strategist\nLinda Hall\, Vice President\, Senior Tax Analyst \n 
URL:https://thearcofnovatrust.org/event/meet-the-trustees-evening-event/
LOCATION:The Arc of Northern Virginia\, 3060 Williams Drive\, Suite 300\, Fairfax\, VA\, 22031\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231103T113000
DTEND;TZID=America/New_York:20231103T123000
DTSTAMP:20260502T164606
CREATED:20230524T190901Z
LAST-MODIFIED:20231010T143832Z
UID:5136-1699011000-1699014600@thearcofnovatrust.org
SUMMARY:FFFP – November 3\, 2023 – Placing Real Estate in a Special Needs Trust\, with KeyBank and DBHDS (ZOOM meeting)
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. The 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. \nPresented by:\nCynthia J. McDonald\, CTFA\, Senior Vice President\, National Director of Philanthropic Advice\nJanuary Phillips\, Key Private Bank\, Real Estate\nJeannie Cummins\, Senior Regional Housing Coordinator\, Office of Community Housing\, Virginia Department of Behavioral Health & Developmental Services \n \n  \n \n  \n  \n 
URL:https://thearcofnovatrust.org/event/fffp-november-3-2023-placing-real-estate-in-a-special-needs-trust/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231107T100000
DTEND;TZID=America/New_York:20231107T113000
DTSTAMP:20260502T164606
CREATED:20230526T133253Z
LAST-MODIFIED:20230824T133120Z
UID:5146-1699351200-1699356600@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – November 7\, 2023 (ZOOM Meeting)
DESCRIPTION:These small group discussions will focus on Special Needs Trusts and futures planning. We 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-november-7-2023-zoom-meeting/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231121T100000
DTEND;TZID=America/New_York:20231121T113000
DTSTAMP:20260502T164606
CREATED:20230526T133831Z
LAST-MODIFIED:20230824T133243Z
UID:5147-1700560800-1700566200@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday – November 21\, 2023 (ZOOM Meeting)
DESCRIPTION:These small group discussions will focus on Special Needs Trusts and futures planning. We 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-november-21-2023-zoom-meeting/
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