Tuesday, September 6, 2016

UPRISE - Parent Resources and Information for Special Education - Meeting Sept. 21, 2016

 A place for parents/guardians of students with special needs to share ideas and information, discuss programs, network with other parents and community resources, collaborate with administrators, ask questions, seek advice, and learn more about special education processes.
Wednesday, September 21, 2016
6:00pm - 7:30pm
UCFSD District Office Public Meeting Room
740 Unionville Rd., Kennett Square, PA 19348
**UHS National Honor Society Students will be on-site to provide Child Care.

Guest Speaker Series: Special Needs Planning
Pat Bergmaier, CFP, ChSNC
Partner, 1847 Financial

Our workshop provides an overview of financial & estate planning for families that have dependents with special needs. We address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as SSI/SSDI, Waivers & Social Security. The workshop will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Finally, it will make attendees aware of how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.
To RSVP please visit -
Follow us on Twitter @U_PRISE or online - http://www.ucfsd.org/sped/uprise.html