ICC is pleased to invite you and your family members to attend the following special seminars
Special Needs : Legal and Financial Planning SeminarsPresentations by
Attorney Theresa M. Varnet
Special Needs Practice Group, Fletcher Tilton P C; Worcester, MA http://www.fletchertilton.com/
Mr. John W. Nadworny, CFP, ChFC
Shepherd Financial Partners, Winchester, MA
Saturday Sept. 26th, 2015 Wellesley, MA 10:00 AM to 2:00 PM
We at ICC are very pleased to have two nationally renowned experts and experienced speakers accept our invitations and to share their knowledge at these seminars. We encourage you to learn about them on their respective websites.
This unique opportunity should not to be missed.
Please note that besides current caregivers / guardians; it is important for other family members who may be involved in future support and care, for the special needs person, to attend these seminars and get familiar with very important legal and financial aspects.
We also encourage you to share this information with your friends who may have responsibilities for a special needs – child or adult. This may help your friend(s) who may not be aware of these special seminars.
The topics to be covered:
- Challenges faced by the parents / guardians of children and adults with special needs.
- Programs and opportunities available through government agencies.
- Introduction of variety of legal tools (Trusts, Guardianship, etc.) to protect the long-term interest of the individuals and their families.
- Financial challenges and hardships faced by the families as they support the family member with special needs.
- What the disabled individual will require for his/her entire life, how much will it cost
- How to secure the financial means to provide for it with appropriate financial planning such as insurance policies, annuities etc.,
Details / Logistics
Harvard Pilgrim Health Plan office
93 Worcester Street, Wellesley, MA 02481.
Registration 10:00 AM to 10:15 AM
Welcome & Introduction 10:15 AM to 10:30 AM
Legal Planning Seminar by Atty. Varnet 10:30 AM to 12:00 Noon
Lunch (complimentary) 12:00 Noon to 12:30 PM
Financial Planning Seminar by Mr. Nadworny, 12:30 PM to 2:00 PM
Please enter from the back of the building (as the front door will not be opened on weekends). Parking is available in the back parking lot.
Seating is limited, based on your RSVP by Wednesday, Sept. 23rd, 2015 we will reserve and confirm your seat(s) by email.
ICC is pleased to provide this and other programs as a community service FREE of any charges or fees.
We thank Harvard Pilgrim Health Plan for their sponsorship and generous use of their facilities for this event.
For any questions, please feel free to contact
Yogesh Parikh, firstname.lastname@example.org; 978-562-6750
Girish Mehta, email@example.com; 781-888-3200