VIRTUAL Preparing for the Future: Special Needs Planning Symposium

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VIRTUAL Preparing for the Future: Special Needs Planning Symposium

Preparing for the Future: Special Needs Planning Symposium

When and where

Date and time

Location

Online

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Eventbrite's fee is nonrefundable.

About this event

VIRTUAL 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

Virtual Zoom Webinar | 5:00-7:00 p.m.

SCHEDULE

  • 5:10 – 5:30 p.m. Emily Kile, Legal Tools
  • 5:30 – 5:50 p.m. Kelly Kral, Guardianship
  • 5:50 – 6:00 p.m. – Break
  • 6:00 – 6:20 p.m. Life Care Planning
  • 6:20-6:40 p.m. –Karen Starbowski, Lifestyle Planning
  • 6:20-6:40 p.m. Speakers Panel/Q & A

(A Zoom link will be sent to the email provided during registration prior to the event.)

Event Contact:

Beth Salazar, SARRC Planned Giving Manager

bsalazar@autismcenter.org | (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