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Post-high school Housing and Financial Planning presentation

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Ivy Street School

200 Ivy Street

Brookline, MA 02446

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It is never too early or too late to start planning for your child's future. Your future and your child's future depends on decisions you make at various stages of your child's life. These are big decisions and we want to give you valuable information for today and tomorrow.

Please join us on Wednesday February 7th in the large conference room at Ivy Street School from 6:00p-8:00p for a special presentation related to post highschool housing and financial planning.

We are honored to welcome speakers Leo Rotman, CFP, River Financial Group and Catherine Boyle, President of Autism Housing Pathways.

Together they will cover the following:

  • Budgeting for a special needs plan
  • Funding options for housing
  • Potential government benefits related to housing and care
  • Pitfalls to avoid
  • Housing funding streams
  • Section 8
  • Housing models
  • Ways to acquire property
  • Developing a housing vision

We're certain this will be a valuable and practical presentation from two professionals with a wealth of knowledge.

We will serve pizza and refreshments.

"Special Needs Planning: Coordinating Your Special needs Financial & Estate Plan"


Families

There are a number of tools available to help prepare for your child's future that maximize government benefits and individual savings. We can shed light on the options available to families who have a child with special needs. We can help you identify the key challenges to your child's future security, and personalize a plan that helps meet your expectations for your child's quality of life.

The plans that you make now will help provide peace of mind for you, as well as your family members. Take a moment and look over our checklist provided below:

-Creating a transition plan

-Budgeting for a special needs plan

-Funding options

-Potential government benefits

-Pitfalls to avoid

-ABLE Accounts

-Housing funding streams

-Section 8

-Housing models

-Ways to acquire property

-Developing a housing vision

Not having a plan may result in many unintended consequences of which you should be aware. Each family has its own unique circumstances, however, there are steps that everyone can take now, which will make a profound impact on the future.

Please join Please join Leo Rotman and Catherine Boyle for this evening of valuable information.

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Date and Time

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Ivy Street School

200 Ivy Street

Brookline, MA 02446

View Map

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