AANE Webinar: Special Needs Trusts – Planning for Your Future, 6/14/22, 12:00 PM – 1:00 PM ET
June 14 @ 12:00 pm - 1:00 pm, Free
Register now and watch this webinar live or later on-demand. See below for details.
DESCRIPTION: PLAN of MA & RI is a 501(c)3 nonprofit organization that offers Special Needs Trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and to live well. This presentation on Special Needs Trusts will explain what a Special Needs Trust is, why opening one is beneficial to you and your family, the different types of trusts that PLAN offers, and how an ABLE account can be used with a Special Needs Trust.
SPEAKERS Joan McGrath, Executive Director, PLAN of MA & RI, Kathy Vitello, Director of Operations, PLAN of MA & RI
Joan McGrath, Executive Director: Joan has more than 25 years of experience in professional accounting and finance and has been with PLAN of MA & RI since 2009. Prior to assuming the role of Executive Director, Joan was the Director of Finance at PLAN. She has been an auditor with a “big four” public accounting firm, where she focused on high growth and emerging business clients from start-up to IPO. She also led her own private consulting practice where she worked with nonprofits, service organizations, and venture capital startups. Joan earned her Bachelor’s degree in Accounting from Boston University’s Questrom School of Business.
Kathy Vitello, Director of Operations: Kathy is a Licensed Social Worker with more than 35 years of experience working with seniors, people who are physically challenged, and chronically ill. She has broad experience and insight—drawn from her work in hospitals, in skilled nursing, rehabilitation, and psychiatric facilities, and in-home care and hospice settings. Kathy holds a degree in Mental Health from Northern Essex Community College; has a BA in Applied Mental Health from University of Massachusetts, Amherst; and earned certificates in Suicide Prevention in Older Adults and Mental Health and Aging from the Institute for Geriatric Social Work at Boston University. Kathy has also participated in a week-long training in Thanatology and is a member of the NPA Conference Planning Committee.
AUDIENCE: This webinar is intended for adults on the spectrum, parents, other family members, and partners of individuals on the spectrum, as well as professionals who support individuals on the spectrum.
Special Offer for AANE Webinar Attendees: Right now, PLAN has a special offer available – enroll between April 1st and June 30th 2022, and they will waive the enrollment fee (a $500 value). You can fund the trust now or establish the trust and set it up to be funded in the future. Click here to start the process to let PLAN know you’re interested. When you go to fill out the application, PLAN is only a phone call away to help answer any questions you may have. Contact email@example.com if you have any questions at all!
WHEN: Tuesday, June 14, 2022
TIME: 12:00 PM – 1:00 PM ET – This webinar will be recorded. If you are not available during the live presentation, registrants will receive the video link to access the recording of the presentation two business days after the session ends. Registrants can access the recorded presentation for 30 days.
WHERE: Online via Zoom
REGISTRATION: Advanced registration is required. After you have registered you will receive a confirmation email. Registrants who do not receive the confirmation email should check their email spam folder. Registration closes 24 hours prior to the event. Early registration is highly recommended as many programs fill quickly.
Attendee Notice: By signing up for this webinar, you agree to have your name and email address shared with PLAN of MA & RI.
EVENT & GROUP INFORMATION: All AANE programming is currently online. The following terms are used for different audience specifications:
- “Open” events/groups may have different participants joining from session to session and “Closed” events/groups have the same participants for a set number of sessions.
CODES OF CONDUCT: Participants at AANE events are expected to act respectfully toward other participants and group facilitators. AANE reserves the right to deny admission to and/or ask individual participants to leave an event. For more information see FAQS.
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