SunTrust Special Needs Financial Planning Workshop: Charlotte

Start Date:
Saturday, September 30, 2017
End Date:
Saturday, September 30, 2017
Location:
The Ballantyne
10000 Ballantyne Commons Pkwy
Charlotte, NC 28277

Time:                8:45 AM - 1:00 PM

Program schedule of events
8:30 AM      Registration | Lobby
8:45 AM      Resource Fair | Union Room
9:45 AM      Keynote | Ballantyne Ballroom
10:05 AM    Breakout Sessions | Ballantyne Ballroom
                             Ballantyne A: Special Needs Trust
                             Ballantyne B: Guardianship
                             Ballantyne C: Additional funding streams
                             Ballantyne D: ABLE Accounts 
                             Ballantyne E: Financial Planning Overview

All breakout sessions will be offered four times throughout the program for forty minutes each. You will have to opportunity to attend up to four out of the five offered sessions.

The Workshop will include a Resource Fair, complete with local nonprofit organizations and groups that provide services for individuals with autism/other disabilities and their families; an introduction to special needs financial planning; and expert advice in four key areas related to financial planning through concurrent workshop sessions – financial planning overview, Special Needs Trusts, accessing federal and state funding, guardianship and conservatorship, and ABLE accounts.

The goal of this meeting is to bring together families with loved ones with autism and other disabilities and service providers in a positive and collaborative atmosphere. It is our hope that this event will help individuals with autism and their families continue to plan for the future.

Every individual with autism/family who attends will receive a free tool kit provided by Autism Speaks and the SunTrust Foundation and resources from local disability service providers.