PLAN of PA Team Workshop: Special Needs Planning Process

Planning for the long-term financial security and well-being of a loved one with a lifelong disability can be overwhelming for families. As a result, PLAN of Pennsylvania is teaming up with area Special Needs Planning professionals to present four workshops in May that address the important legal, financial and care management issues families should consider when planning for the future.

Two workshops will be held in our immediate area.

On May 10th, PLAN of PA Executive Director Ginny Koehler will discuss the Special Needs Planning process with Dennis McAndrews, Esq. and Pat Bergmaier, CFP®, LUTCF of MetLife Center for Special Needs Planning at the Newtown Public Library, 201 Bishop Hollow Road, Newtown Square. This event will take place from 6:30 to 8 p.m.

All workshops are free, and refreshments will be provided. To register for any of these events, contact PLAN of PA Marketing Director Roe DeLuca at 610-687-4249 or rdeluca@planofpa.org.