Belmont Public Schools: Parent Information Session: Special Needs Financial Planning

Belmont MA

08 May, 2022

9:04 PM

Description

Press release from Belmont Public Schools: May 6, 2022 Financial Planning For Two Generations When: Thursday May 12th, 20226:30 p.m. - 9:30 p.m. Where: https://sgh.zoom.us Meeting ID: 964 7837 1112 Password: 221651 DIAL-IN: 646-876-9923 The Zoom link will open at 6:15pm Please note: most Belmont SEPAC Parent Information Sessions are recorded. The Belmont SEPAC is inviting you to a Financial Planning presentation by Cynthia Haddad, CFP®, ChSNC® and Author, The Special Needs Planning Guide, Second Edition. Cindy applies her extensive planning expertise and empathetic approach to advising individuals, families, and trustees planning for their future. She understands, from both a personal and professional perspective, the importance of taking a pragmatic approach to the planning process and focuses on communication, guidance, and encouragement to keep her clients' actions aligned with their goals. Successful special needs financial planning is planning for "Two Generations" as it incorporates planning for your child's supports beyond your own lifetime. The process begins by identifying your child's stage on the Special Needs Planning timeline. The timeline highlights the various planning pressure points to be aware of when changes to your child's benefits, along with legal and financial issues arise. The primary focus of the presentation is to help parents avoid common mistakes in their own planning. We will also discuss the potential role of an ABLE account in planning for your child. ALL ARE WELCOME! If you have a student who receives services or you just want more information, please join us. Belmont SEPAC is a group of volunteers that are committed to helping students access the needed supports and services for special education, through parent education and collaboration with school professionals. INTERESTED IN VOLUNTEERING? We welcome participation from all interested community members. For more information about this and other educational workshops hosted by Belmont SEPAC please visit us at: Belmont-SEPAC Website This press release was produced by Belmont Public Schools. The views expressed here are the author's own.