UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE

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74 Batterson Park Road, Flr. 1
Farmington, CT 06032

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Opening Hours

Monday - Thursday
9:00 AM - 5:00 PM
Friday 
9:00 AM - 1:00 PM

Speaking Engagements

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Speaking Engagements

We have found that in the underserved special needs community, individuals with disabilities and their care teams are hungry for financial advice. We love to listen to your stories and decode money at the same time.

We come to organizations, conferences, and events to give presentations and have conversations about important money-related issues that are of very significant concern to those involved with special needs. These topics include but are not limited to modern money skills, government benefits, retirement planning, estate planning, and education planning. We are always open to new ideas for things to talk about.

Money Skills

-Basic Financial Literacy Gap across America, even more pronounced in special needs community.

-Benefits education

-Shopping Wisely

-Understanding credit and loans

-Insurance Planning for Protection

-Savings and Investing

Education Planning:

-IEP’s (Individualized Education Program) 

-Transition help

-Evaluating Progress

-Obtaining Public Benefits

-529’s vs. ABLES

Transition Planning

-Identifying desired outcomes
-Consider Strengths and Challenges of the individual

-Obtaining needed services

-Self-Advocacy

-Education outside of school hours

Driving

-readiness to drive

-breaking skills into steps

-Reporting ASD to DMV

-Insurance considerations

-Simulations

Independent Living

Independent Living

The importance of staying social

-Self-Discipline and behavioral limits

-Find individual skillsets and turn them into serviceable actions or employment

-Important of mentors

-How to handle new experiences

Housing

-Independent or assisted

-how to judge the capacity of a living facility

-qualifying for benefits

-HUD programs

-private pay options

Legal Topics

-Special Needs Trusts & ABLE Accounts 

-Planning for Incapacity: A Continuum — Powers of Attorney & Advance Healthcare Directives; Substituted Decision making; Guardianship / Conservatorship 

-Estate Planning Overview 

-Planning with Public Benefits 

-Working with a Disability and Maintaining Benefits 

 

We are based in Farmington, Connecticut and happy to travel to you.

Please contact our event facilitator, Andrew Arboe at arboea@planningacrossthespectrum.com to schedule us for your next event!

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Securities offered through LPL Financial, Member FINRA/SIPC

 

 

 

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial

 

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, NY, PA, SC, VA, VT

 

 

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