PRESENTED BY: Vivian Villers, CFP®, AIF®, CWS®, Sage Planning
In this insightful and practical presentation, Vivian will address the staggering challenges faced by parents in planning for the future of their loved one with a disability. With empathy and expertise, she will guide the audience through a structured approach to help break through the overwhelming sense of financial paralysis that families often experience.
Participants will discover a phased planning process, tailored specifically for families with a special needs child. Actionable insights will be shared about creating and managing the financial aspects of their child’s life. The presentation will not only illuminate the path for effective long-term planning, but will also prepare families for handling unexpected crises with confidence.
KEY TAKEAWAYS:
1) The 3-Phase Planning Framework: Understand the distinct stages of planning – from initial assessment to long-term management – and specific actions required at each phase.
2) Resource Evaluation and Selection: Learn the financial tools and support resources available for your child, along with the advantages and limitations.
3) Crisis Preparation and Priority Action Steps: Prioritize tasks and create a Special Needs Crisis Checklist to ensure readiness for unexpected challenges.
Vivian Villers is a seasoned financial advisor and compassionate speaker who specializes in three areas: 1) confronting the often overlooked yet crucial planning areas for families with special needs children, 2) techniques for entrepreneurs to future-proof their business and 3) conscientious legacy planning to avoid a mess. Drawing from her experience and intimate understanding of these challenges, Vivian crafts compelling narratives that drive home the importance of preparation and foresight.
Vivian’s mission is clear: empower her audience to take control, minimize uncertainty, and ensure a secure, organized future for their businesses and loved ones. Her presentations are not just talks, they are a call to action for those who aim to leave a legacy of care, not complications.
Event is FREE but ADVANCED REGISTRATION is required by Wednesday, April 17th, at https://ctcapril2024fridayforum.eventbrite.com
A Zoom link for the presentation will be sent out a day before the event using the email address that you supply. If you do not receive the link, please email us at ConnectToCommunityInc@gmail.com.
Educational Outreach events are designed to provide families, self-advocates, educators, and service providers with useful information related to the transition process as well as life in the community after educational entitlements end. Events are funded in part by community funding from Palatine Township. Thank you for your support!
CEUs will not be offered for this virtual event.