We Help People And Families Affected By Autism

Speaker Series: Financial Planning

View Calendar
11/11/19 6:30 pm - 8:00 pm
Autism Delaware- Newark
Phone:302-244-6020
Address: 924 Old Harmony Rd, Newark, DE 19713, USA

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones. It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. 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.

Topics include: Basic Estate Planning Documents, Special Needs Trusts (SNTs), Guardianship vs Powers of Attorney, ABLE Accounts, “3 Person Retirement”, Tax Planning Considerations, Funding Strategies for a SNT, among others!

Link to attend via videoconference: 

Presented By:

Patrick Bergmaier*, CFP®, ChSNC™

Upcoming events

  • 11/22/19 9:00 am - 11/22/19 10:30 am

    Join us along with other parents, caregivers, and grandparents for open topic discussion on any issue or life stage.  Coffee Provided.

  • 12/07/19 11:00 am - 12/07/19 2:00 pm
    Santa is SO EXCITED to visit Occupational Therapy of Delaware in Milford and welcome our special families on the following dates:
    December 7 - 11 am - 2 pm
    December 8 - 11 am - 2 pm
    December 14 - 11 am - 2 pm
    December 15 - 11 am - 2 pm
    Please call Taylor at (302) 491-4813
    to choose a time slot.
    Occupational Therapy of Delaware
    550 S DuPont Blvd., Suite E
    Milford, DE 19963
    (302) 491-4813
  • 12/07/19 12:00 pm - 12/07/19 2:00 pm

    All families affected by Autism are welcome!

    Join us at the Elks Lodge in Milford for our annual holiday celebration: Cascading Carlos, the Juggler, food, gifts, crafts, and a special visit from SANTA! Don't forget to bring a dish to share the spirit of the season!

    There is a small registration fee of $5 per family. If you are unable to pay the fee, sponsorships are available.

    Please contact Louise Doe for more information (302) 224-6020 or Louise.Doe@delautism.org

    Please Register by December 1

  • 12/08/19 11:00 am - 12/08/19 2:00 pm
    Santa is SO EXCITED to visit Occupational Therapy of Delaware in Milford and welcome our special families on the following dates:
    December 7 - 11 am - 2 pm
    December 8 - 11 am - 2 pm
    December 14 - 11 am - 2 pm
    December 15 - 11 am - 2 pm
    Please call Taylor at (302) 491-4813
    to choose a time slot.
    Occupational Therapy of Delaware
    550 S DuPont Blvd., Suite E
    Milford, DE 19963
    (302) 491-4813
  • 12/13/19 9:00 am - 12/13/19 10:30 am

    Join us along with other parents, caregivers, and grandparents for open topic discussion on any issue or life stage.  Coffee Provided.

  • 12/14/19 11:00 am - 12/14/19 2:00 pm
    Santa is SO EXCITED to visit Occupational Therapy of Delaware in Milford and welcome our special families on the following dates:
    December 7 - 11 am - 2 pm
    December 8 - 11 am - 2 pm
    December 14 - 11 am - 2 pm
    December 15 - 11 am - 2 pm
    Please call Taylor at (302) 491-4813
    to choose a time slot.
    Occupational Therapy of Delaware
    550 S DuPont Blvd., Suite E
    Milford, DE 19963
    (302) 491-4813
  • 12/15/19 11:00 am - 12/15/19 2:00 pm
    Santa is SO EXCITED to visit Occupational Therapy of Delaware in Milford and welcome our special families on the following dates:
    December 7 - 11 am - 2 pm
    December 8 - 11 am - 2 pm
    December 14 - 11 am - 2 pm
    December 15 - 11 am - 2 pm
    Please call Taylor at (302) 491-4813
    to choose a time slot.
    Occupational Therapy of Delaware
    550 S DuPont Blvd., Suite E
    Milford, DE 19963
    (302) 491-4813

Contact Autism Delaware

Click Here to Email Us

New Castle County

Phone: 302-224-6020
Fax: 302-224-6017

924 Old Harmony Road,
Suite 201
Newark, DE 19713

Sussex County

Phone: 302-644-3410
Fax: 302-827-2389

17517 Nassau Commons Blvd.
Unit 1
Lewes, DE 19958

Kent County 

Phone: 302-644-3410
Fax: 302-827-2389

POW&R only at 302-678-2113 

 

Follow Us Online

© 2019 Autism Delaware. All rights reserved. Website Designed by Teakettica LLC.

The United Way of Delaware Designation Number 9234. Southeastern PA Designation Number 12598. Autism Delaware is a Non-Profit 501(c) (3) Organization. Autism Delaware™, POW&R™, Productive Opportunities for Work & Recreation™, and the puzzle-piece logo are trademarks or service marks of Autism Delaware Inc.