Royer Greaves-School for Blind Hosts Jan. 21. Workshop: Financial Planning for A Loved One with a Disability

PAOLI, PA…Anyone who loves a child or other dependent with special needs faces serious, complicated questions about ensuring his or her financial needs are covered for a lifetime. Royer-Greaves School for Blind – a school and adult training program serving children and adults with visual, cognitive,and other disabilities - will host a free, 1p.m., Jan. 21 workshop aimed at preparing those responsible for these special children and adults to plan for them with confidence. The seminar will take place in the Royer-Greaves gym, located on campus at 118 S. Valley Road, Paoli, PA, 19301.

“’How can I be sure this person I love will have what they need for a safe and fulfilling life after I’m gone?’ is a common question I receive from our parents and guardians,” said Royer-Greaves Executive
Director Vicky Mayer. “Royer-Greaves is pleased to host this workshop to help those who care for children and adults with disabilities answer this very fundamental question.”

The event is also an opportunity for anyone looking for the right day school for a child with visual and cognitive or other impairments, or the right training, respite or residential program for an adult with disabilities, to learn more about Royer-Greaves. Tours will be given, information provided, and questions answered, Mayer said.

This workshop will be presented by Patrick Bergmaier, Certified Financial Planner® and Chartered Special Needs Consultant™, of 1847Financial. Bergmaier will address critical issues including:

• How to protect and maximize eligibility for certain government benefits
• The importance of creating Special Needs Trusts and other estate planning documents
• The Achieving a Better Life Experience (ABLE) Act of 2014 and how its provisions compare to alternative options for setting funds aside for people with disabilities.

The session will also cover the challenges of saving and planning for one’s own retirement when responsible for a child or other dependent with special needs and provide an analysis of the most tax-efficient and creditor protected funding strategies.

To attend: Please RSVP to Mr. Bergmaier at pbergmaier@1847financial.com or 215-317-4143.

To learn more about the services Royer-Greaves provides, and the students and adults served, please visit www.royer-greaves.org.