UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
74 Batterson Park Road, Flr. 1
Farmington, CT 06032
Monday - Thursday
9:00 AM - 5:00 PM
9:00 AM - 1:00 PM
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.
-Basic Financial Literacy Gap across America, even more pronounced in special needs community.
-Understanding credit and loans
-Insurance Planning for Protection
-Savings and Investing
-IEP’s (Individualized Education Program)
-Obtaining Public Benefits
-529’s vs. ABLES
-Identifying desired outcomes
-Consider Strengths and Challenges of the individual
-Obtaining needed services
-Education outside of school hours
-readiness to drive
-breaking skills into steps
-Reporting ASD to DMV
–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
-Independent or assisted
-how to judge the capacity of a living facility
-qualifying for benefits
-private pay options
-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 email@example.com to schedule us for your next event!
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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