Housing: A Step by Step Guide
Tuesday, June 4, 2019 | 12:00 – 1:00 PM
Presented by Alex Nadworny, CFP, CTFA, Shepherd Financial Partners
The Housing Workshop is a step by step guide to planning for your child when it is time to move out. It will focus upon combining personal resources and government benefits to create a home for your loved one. The goal is to help you plan to achieve your vision of a great life for your son or daughter.
We will review the issues with an eye toward identifying:
- What is needed
- How much it will cost
- Next Steps to Take
- Residential options
- Government benefits
- Legal Considerations
Alexandria Nadworny brings her experience as a Certified Financial Planner® Professional, and her empathy and knowledge as a sibling and future guardian of her brother James, to advising families of individuals with special needs. She has become a sought after speaker on the topic of building a Team to Carry On™, encouraging and guiding families to plan for when they are no longer able to do all they do for their loved one.
As well as building her own general wealth management practice, Alex is a key member of the Special Needs Financial Planning team, working with client families to educate and advise the next generation of family members. Alex is a co-author of SibTips, an e-book outlining tips and vocabulary for brothers and sisters of individuals with special needs.
Alex is an active participant in several organizations and fundraisers designed to benefit individuals with disabilities. She is on the board of the local Department of Developmental Services (DDS) Citizens Advisory Board. Alex is the current Vice-President, former President of the Massachusetts Guardianship Association.