This newsletter is from Pat Bergmaier, CFP®, ChSNC™, RICP® | Send to Friend | Subscribe | Web Version

161 Washington St, Suite 700
Conshohocken, PA 19428

Special Needs News!

October 2021

Upcoming Special Needs Zoom Workshops!

Fall 2021

Please enjoy this month's newsletter and feel free to share with others. Find us on Facebook to be kept up to date on new events and workshops too!

Tuesday October 12^th 6:30pm EST

Hosted by: CCIU’s Virtual Transition Night!

Zoom: https://cciu.zoom.us/j/98965033380

(other presenters start from 6pm-9pm)

Wednesday October 13^th 6pm EST

Hosted by: Neshaminy School District

Zoom: https://us06web.zoom.us/meeting/register/tZIpfuqgpzgoHdVujqOGEKs4FXP87HtmyJIC

Friday October 15^th 12:15pm EST

Theraplay & 1847Financial Present:

Special Needs Planning for Ages Birth to 5

Available on Facebook Live

Tuesday October 19^th 11am EST

Merck’s SE PA Chapter of the capABILITY Network’ Special Needs Planning Series

Email Pat for details!

Tuesday October 26^th 7pm EST

Hosted by: Families of Children with Disabilities

Zoom: https://us02web.zoom.us/j/82833079502?pwd=U2x3YlRNamNaeDFwTk9rRHlUTXM5Zz09

Wednesday October 27^th 12:15pm EST

Theraplay & 1847Financial Present:

Special Needs Financial Planning

Available on Facebook Live

Tuesday November 2^nd 7pm EST

Hosted by: Carousel Connections

Zoom link: Password: 11111

https://us02web.zoom.us/j/455801399?pwd=T20rVXAvR2FndDRFcVZVS0cwQXdVUT09&fbclid=IwAR2WB1R5d0zHkk_E2anMXOOt4gR2xuirbwjZ-rGcw43IwnX88mEsp5lRM5o#success

Wednesday November 3^rd 2pm EST

Host: American College of Financial Services

Email Pat for details!

Some topics of discussion:

SECURE Act and it's tax-planning ramifications
Roth Conversions - why to not let Covid create a diversion on a potentially timely conversion!
Estate Planning in a virtual world - yes you can!
What will insurance planning look like on the other side of Coronavirus?
Let 2020 be a learning lesson on how to navigate this again when it matters - IN retirement.
Grandparents - the do's the don'ts to Multigenerational Legacy Planning
Plus more!

If you and your group of friends/families you know want to do something just for your group - please reach out!

School district employees, therapy providers, supports coordinators, etc interested in hosting a workshop for your families - let us know!

Should your employer be offering something similar?-- Please reach out to Pat!

Find us at these upcoming community events!

Thursday October 21st - Valley Forge Educational Services Resource Fair

https://www.vfes.net/Page/1163

Tuesday October 26th - Neuro Diverse Living Champions of Hope Golf Tournament

https://neurodiverseliving.org/

The Perils and Pitfalls of Do-It-Yourself Special Needs Planning

The risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.

Supreme Court to Hear Case That Could Increase the Bite That Medicaid Takes Out of Settlements

The U.S. Supreme Court has agreed to hear a case that has the potential to affect anyone who receives government assistance with their medical care following a disabling injury that results in a lawsuit.

Court Overturns FDA Ban on School’s Use of Electric Shock Devices on Students with Disabilities

The Food and Drug Administration overstepped its authority in banning electric shock devices to curb self-harm and aggressive behavior among students with disabilities, a federal court has ruled.

New CDC Materials Teach COVID-19 Safety Protocols to People with IDD

A new series of guides and informational toolkits help people with IDD and their caregivers adopt practices to protect them and their communities from the spread of COVID-19.

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