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Life Transition Series: Financial Planning
January 24 @ 12:00 pm - 1:30 pm
The Life Transition Series is comprised of 9 workshops designed to provide families of
students with disabilities transitioning from school with valuable information and
resources to facilitate a seamless transition. Each session will focus on a specific topic.
The Life Transition Series is open to all families at no cost. Registration is required for
all afternoon workshops in order to provide handouts to all participants. Registration is
not required for Transition Night.
All workshops, with the exception of Transition Night, are from Noon to 1:30. Feel free
to bring your lunch. Students are welcome to attend; however, they will need to use
good discretion about missing time from class.
Transition Night (located at Severna Park HS) is from 6:30 pm to 8:30 pm. Students
are encouraged to attend.
If you need an interpreter for any of the workshops, please contact Jackie Schrader two
weeks prior to the workshop.
If schools dismiss early or close due to inclement weather, the workshop will be
rescheduled. If schools have a one or two-hour delay, the workshop will take place.
Target Audience: Parents and caregivers of individuals who may require financial
assistance throughout their lives
The Financial Planning workshop is an invaluable session that will answer your
questions about financial and estate planning for individuals with special needs.
ï‚· How do we plan for our sonâ€™s/daughterâ€™s financial future?
ï‚· What is a special trust?
ï‚· How can we be sure our wishes will be respected?
ï‚· How do we ensure that our financial plans will not jeopardize our
sonâ€™s/daughterâ€™s benefits or services?
ï‚· We are not wealthy. What do we need to know about financial planning?
Presenter: Dave Rosenthal, Ameriprise Financial Services, Inc.
To register for workshops, please contact one of the persons listed below:
Jackie Schrader, firstname.lastname@example.org / 410.222.5486
Amanda Richard, email@example.com /443.924.4528