[tri-med] Special Needs Planning - Exceptional Parent
- From: "Mark & Jayne Wright" <jm.wright@xxxxxxxxxxx>
- To: "tri-med" <tri-med@xxxxxxxxxxxxx>
- Date: Wed, 28 Jan 2009 11:31:05 -0600
7:00 - 9:30 PM EST
Join a Merrill Lynch Financial Advisor, a third-party special needs trust
attorney, and a representative from a third-party disability organization as
they discuss the financial, legal and social challenges faced by families like
yours.
(Please note that neither Merrill Lynch nor its personnel provide tax,
accounting, or legal advice).
Location:
www.epliveonline.com in 2 convenient formats
a.. Live, one-way audio/video streamed with e-mail chat
b.. Archived (viewed online after the event)
Our panel of experts will:
a.. Explore the team approach to special needs planning
b.. Discuss the financial challenges facing families of children with
disabilities and review the key elements of an effective financial strategy
c.. Examine how a Special Needs Trust can be used to supplement income
and protect quality of life for your child with special needs
d.. Explain how third-party disability organizations can play a role in
the special needs planning process
Registration: ( click here to register )
There is no registration fee to participate in this program.
Who Should Attend:
a.. Nurses - Educators and School Administrators - Physicians -
Allied Health Care Professionals - Families and Caregivers
b.. Others Who Would Benefit: Institutions Serving the MR/DD Population
- State and Private Facilities - Military Healthcare Personnel
Panelists:
Frank Quacinella, CFP, CSNA, First Vice President-Investments, Wealth
Management Advisor, Merrill Lynch
Frank is a national spokesperson for Merrill Lynch's Families of
Children with Disabilities Program which offers a wide array of special needs
financial solutions. He works closely with disability organizations conducting
training and educational workshops, and frequently provides source information
for articles published in media publication like: The Record, The Wall Street
Journal, Newsweek, and Time Warner for articles regarding Special Needs
Planning.
Bernard A. Krooks, J.D., CPA, LLM (in taxation), CELA, Founding
Partner, Littman Krooks LLP. President of the Special Needs Alliance
(www.specialneedsalliance.org), a national network of attorneys dedicated to
assisting families with special needs planning. Past President of the
National Academy of Elder Law Attorneys (NAELA), Fellow of NAELA, a founding
member and past President of the New York Chapter of NAELA. In addition, he
is certified as an Elder Law Attorney by the National Elder Law Foundation. A
member of the editorial advisory board of Exceptional Parent magazine, Mr.
Krooks serves on the board of directors and volunteers his time to a number of
organizations in the disability community. The law firm of Littman Krooks has
offices in New York City, White Plains, and Fishkill.
Ellen Ball Nalven, M. Ed, Executive Director, Planned Lifetime Assistance
Network (PLAN/NJ). Ellen's 30 years of employment experience encompasses
working with individuals with a variety of disabilities including developmental
disabilities, deafness and severe mental illness. Ellen is on the executive
committee of the NJ Division of Vocational Rehabilitation Services, State
Rehabilitation Council, and is board member and first president of the NJ
Association of Persons in Supported Employment.
Building ___ooOOoo__ Rainbows
www.trisomyonline.org
Families Helping Families On-line
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