IN PERSON Preparing for the Future: Special Needs Planning Symposium

300 North 18th Street,Phoenix AZ 85006

12 October, 2022

Description

IN PERSON Special Needs Planning Symposium What you will learn: Legal Tools: Gain a basic understanding of Special Needs Trusts and ABLE accounts. Emily Kile, Attorney, Kile Law Firm, P.L.L.C. Guardianship: Gain a basic understanding of guardianship. Kelly Kral, Dyer, Bregman & Ferris, P.L.L.C Budget and Financial Planning: Establishes current and future anticipated monthly budgetary needs of the person with special needs. Incorporates recreation, employment and residential needs and identifies funding resources and considers the long-term effects of inflation. Karen Starbowski, CLU, ChSNC, Special Needs Planner MassMutual, Arizona Government Benefits: Understand government benefits & techniques to ensure a lifetime of eligibility. Charlotte Johnson, Elder Law of Arizona Wednesday, October 12, 2022 In Person Event | SARRC 300 N 18th St, Phoenix | 4:30-7:00 p.m. SCHEDULE 4:30 - 5:10 p.m. Registration/Welcome to SARRC 5:10 – 5:30 p.m. Emily Kile, Legal Tools5:30 – 5:50 p.m. Kelly Kral, Guardianship5:50 – 6:00 p.m. – Break 6:00 – 6:20 p.m. Life Care Planning6:20-6:40 p.m. –Karen Starbowski, Lifestyle Planning6:20-6:40 p.m. Speakers Panel/Q & AEvent Contact: Beth Salazar, SARRC Planned Giving Manager [email protected] | (602) 606-9876 ORGANIZER: SARRC Planned Giving Professional Advisory Council Emily Kile – Vice-Chairperson of the Council Attorney, Kile Law Firm Karen Starbowski - Special Care Planner, MassMutual Arizona , MassMutual Arizona Heather Bull - Fiduciary, The Families Advocate, LLC Robin Cochran - Attorney , Foothills Caring Corp Lindsey Jackson - Private Wealth Advisor-Trusts , FineMark National Bank & Trust Charlotte Johnson - Attorney , Elder Law of Arizona Stephanie King – Vice President, Charles Schwab Kelly Kral - Attorney , Dyer Bregman & Ferris, PLLC Jill McIlroy - Philanthropic Advisor , Arizona Community Foundation Troy McNemar - Attorney , McNemar Law Offices, P.C. Jackie Orcutt - First Vice President, CBRE Jay Parke - Partner, CPA , Walker & Armstrong, LLP Megan Selvey - Attorney , Bivens & Associates, P.L.L.C. Annette Stertzer - V.P. -Senior Trust Officer , Bank of America, N.A. – U.S. Trust Emily Taylor - Attorney , Taylor & Lihn, PLLC Janet Tubbs - Medicare Consultant , Insurance Professionals of America Jacquie Weflen - Financial Advisor , TFO Phoenix Kathy Bosco – Emeritus , Grandparent Group Founder & Leader Meighan Harahan – Emeritus , Principal, Waterfront Financial, LLC