Loading Events

Tuesday October 26th 7:00pm

– hosted by Families of Children with Disabilities!

Zoom link:


Meeting ID: 828 3307 9502 Passcode: 864017

Some topics of discussion:

SECURE Act and it’s tax-planning ramifications
Roth Conversions – why to not let Covid create a diversion on a potentially timely conversion!
Estate Planning in a virtual world – yes you can!
What will insurance planning look like on the other side of Coronavirus?
Let 2020 be a learning lesson on how to navigate this again when it matters – IN retirement.
Grandparents – the do’s the don’ts to Multigenerational Legacy Planning
Plus more!

If you and your group of friends/families you know want to do something just for your group – please reach out!

School district employees, therapy providers, supports coordinators, etc interested in hosting a workshop for your families – let us know!

Should your employer be offering something similar?–┬áPlease reach out to Pat!