Planning Ahead – Financial security for your loved one with special needs.

As a parent or caregiver, you know well the ins and outs of supporting a child or loved one with special needs – including the expense of providing and maintaining the services and supports they rely on.

But what happens when you are no longer here? By having a solid financial plan in place, you can be comforted, knowing that your child or loved one will be cared and provided for well into the future.

We invite you to a special seminar to address these concerns and help you plan for the future.

Thursday, May 3
6:00-8:00 p.m.

The Family Center for Autism
1517 Franklin Avenue
Garden City, NY 11530

Some of the topics we will discuss include:

  • Establishing Trusts
  • Trust and Trustee Options Provided by Life’s WORC Trust Services
  • Insurance Options to Fund Trusts

Presenters include:

  • Marianne A. Simoni, Esq., Associate Attorney – Law Offices of Andrew M. Cohen, P.C.
  • Andrew Levey, Forest Hills Financial Group
  • Paulette Elbers, Life’s WORC Trust Services

Light Refreshments will be provided.

Activities will be available for children, provided by the FCA staff, so they can enjoy the evening as well.

Please RSVP by April 18 to Pamela Linnemann at plinnemann@lifesworc.org

About Our Presenters:

Marianne A. Simoni, Esq.

Associate Attorney – Law Offices of Andrew M. Cohen, P.C.

Ms. Simoni’s practice is primarily focused on representing families and individuals in the areas of Guardianship and Elder Law, Estate Administration and Estate Planning.  Ms. Simoni strives to ensure that her clients’ goals are achieved and that their interests are protected.

Andrew Levey

Andrew Levey is a 25 year veteran of the financial services world, and a Financial Representative with Forest Hills Financial Group. He is also the proud uncle of a niece and nephew with special needs. His firsthand experience has enabled him to understand fully the importance of planning for their future.

Paulette Elbers

Ms. Elbers is the Trust Administrator at Life’s WORC Trust Services, a role she has held since 2011. As Trust Administrator she oversees the creation and management of special needs and pooled trusts to ensure that our beneficiaries’ needs are met, and their expectations exceeded. Paulette was instrumental in developing the Life’s WORC Trust Program in 2007, now a multimillion dollar program supporting several hundred participants statewide.

Space is limited! Be sure to reserve your spot today.