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General Meetings

January

*We will host two financial workshops in January, one in West Palm Beach and one in Boca.
Your Dependent With Special Needs: Making Their Future More Secure

Wednesday, January 23rd
6:00-8:00 p.m.
NAMI West Palm Beach Office
5205 Greenwood Ave., West Palm Beach, FL 33407

Presented by: Douglas A. Vogel and Michelle Hollister, ESQ.

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 their future well-being. This workshop addresses such critical issues as protecting government benefit eligibility for Supplemental Security Income (SSI) and Medicaid, creating Special Needs Trusts, the importance of a Will, Guardianship, Financial Strategies and considering a Letter of Intent. The workshop will also address the ABLE Accounts, which are tax-advantaged savings accounts for qualified individuals with disabilities and their families. Taking steps now can help arrange for a loved one’s well-being today and tomorrow.

About the presenters:

Douglas A. Vogel is a Financial Services Executive with MassMutual and a Registered Representative with MML Investors Services, LLC.  He is also a SpecialCare Planner, with MassMutual’s SpecialCare Program, a national network of planners dedicated to helping families plan for their children or other dependents with special needs.  He was the co-founder of SNAP, Special Needs Advocate for Parents, a national non-profit public benefit corporation dedicated to improving the quality of life for children of all ages who have special needs and their parents or caregivers, by serving as a resource that empowers them through information, education advocacy and referrals. SNAP was acquired by United Cerebral Palsy (UCP) on July 9, 2008.  Vogel has authored numerous articles on advocacy and special needs estate planning and is nationally recognized as one of the leading professionals on estate planning for families with children or other dependents with special needs. He has been featured in many publications such as the New York Times, Bloomberg Wealth Manager, Forbes, The Special Parent, Reuters and CNN Money. Vogel has worked for over 28 years in the financial services industry.

Michelle Hollister, ESQ.  is a Florida Bar Board Certified Elder Law Attorney and has holds a Master’s in Business Administration. She is a member of the Elder Law Section of the Florida Bar; A current Florida State Association Board Member, Vice President of the Palm Beach chapter of the Florida State Guardianship Association and is a Past President of the National Guardianship Association. In addition, Michelle is an accredited attorney
with the Veteran’s Administration. Michelle has an elder law practice in Boca Raton with a focus on the long-term care needs of her clients as well as guardianship and estate planning. Previously, Michelle was appointed by Governor Jeb Bush as the Executive Director of the Statewide Public Guardianship Office and she continued in this role for Governor Crist’s administration. Michelle has participated on numerous state and local
committees and workgroups, including Governor Bush’s Blue Ribbon Panel on the Developmentally Disabled, Governor Bush’s Workgroup on Guardianship and the Developmentally Disabled, and the Florida Department of Children & Families Select Advisory Panel on Adult Protective Services. In addition, Michelle provided testimony to the United States Senate Judiciary Committee’s Subcommittee regarding pending legislation affecting elders in the United States and Michelle was invited to participate in the 2015 White House Conference on Aging.

Register HERE

 

“When Mental Illness Strikes; Crisis Intervention for the Financial Plan”

Wednesday, January 30th
6:00-8:00 p.m.
Boca Raton Community Center
150 Crawford Boulevard, Boca Raton, FL 33432

Presented by: Allen Giese, ChFC, CLU

When your adult son or daughter is diagnosed with a serious mental illness, everything changes. Suddenly all your financial planning is thrown into turmoil as your focus turns from your needs to the immediate and long-term needs of your child. The costs of diagnosis and treatments can derail your financial plan unless you develop a financial strategy that provides for your child’s future while safeguarding your own.

Register HERE

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