Special Needs Financial Planning Seminar

Posted on September 10th, 2009 by bfaria

Wednesday, September 30 @ 12-1:30PM

CWD 3314, 124 Mt Auburn, Cambridge, MA

haddad

Cynthia Haddad, Certified Financial Planner, Bay Financial Associates

Are you prepared for your child’s future? What is a special needs trust? Should you obtain guardianship for your child? What do you need to know about Social Security?

Certified Financial Planner Cynthia Haddad, from Bay Financial Associates, will guide us through the ins and outs of these important decisions. Ms. Haddad is the coauthor of The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life and has been featured in The New York Times, Kiplinger’s Retirement Report, The Boston Globe, Business Week, and Financial Advisor.

For more information about the presenter, please see the Special Needs Financial Planning web site run by Cynthia Haddad, CFP® and John Nadworny, CFP®, ChFC; and the September 2009 News from Special Needs Financial Planning Report.

This seminar is sponsored by The Office of Work/Life.  Please register through PeopleSoft.

FOLLOW THESE LINKS:

►Self Service►Learning and Development►Request Training Enrollment►Search by Course Name

►Enter “WLF” in Category Code►Search►View Available Sessions►Session Number (WLF207)

Filed under: Uncategorized

« »

3 Responses to “Special Needs Financial Planning Seminar”

  1. Laura Price, on September 15th, 2009 at Said:

    Hi everyone,
    We have two sons with autism and five years ago went through the process of establishing a special (supplemental )needs trust, plus set-up guardianship, living wills, etc. Our decision to tackle estate planning came about after a woman I worked with lost her brother and his wife in a car crash, leaving their two little kids parentless. My co-worker described what a nightmare it was to sort out life insurance, guardianship, etc. as the couple left no will. That situation really inspired my husband and me to act as our situation (two kids with special needs) would pose insurmountable challenges should we die without a proper will in place. I can’t recommend enough going through this process. Yes, it was work and frankly emotional at times, but the peace of mind we have now is priceless.
    -Laura

  2. Miriam, on September 22nd, 2009 at Said:

    Thanks for sharing your experience!

    ~Miriam

  3. lisa, on September 23rd, 2009 at Said:

    Cynthia & (co-author) John have written an excellent special needs planning book. They give practical suggestions and advice you can use with your financial planner and attorney. Its great to get reminders about these things – as my child is getting older (now 15yo), she will soon be entering another realm of issues regarding public benefits, guardianship and transition planning – and we always need to be prepared!

    BTW – I met Cynthia years ago when her child & mine were both waiting for an early morning surgery. Like so many times before & since, we struck up a brief conversation simply because we were there facing similar situations with anxious, but brave kids. It’s always frustrating when all you can do is hold them, comfort them and cheer them through the procedure & recovery. We quickly found common ground…Cynthia’s co-author’s wife, Susan Nadworny, is also an active advocate for children with special needs. Small world!
    Wish I could attend Cynthia’s talk, however I work for Harvard in Brockton and can’t attend these kinds of daytime events. I’m sure everyone will get a lot out of it.