Classes are for students 18+ unless otherwise noted.
Fees are for one adult and one child unless otherwise noted. Please register under adult’s name.
Classes for high school students
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This class will provide invaluable financial planning information for parents with a special needs child and focus on how each family’s unique circumstances drive their planning decisions and determine their family’s financial framework. You will be introduced to the Special Needs Planning TimelineTM, which highlights the various planning pressure points where you should be aware of changes relating to your child’s benefits, legal, and financial issues, including housing and the ABLE account. The primary focus is to help you avoid common mistakes and pitfalls in your planning.
Alexandria Nadworny Vice President, Wealth Advisor, Sequoia Financial Group CFP®, CTFA
Making the world a better place for her brother James has always been a part of Alex and her family's everyday life. She knows the outsize impact that small gestures can have in creating a full life for a person with a disability. While building her financial skill set, credentials and experience over the past decade, she has incorporated that value as part of the planning she does with families. For more information on Alex’s professional background please click here: https://www.specialneedsplanning.com/alexandria-nadworny
Alexandria Nadworny
