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1391 Martine Avenue
Scotch Plains, NJ 07076
P: 908-889-8800
F: 908-889-4070
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Monthly Speaker Series

10 Basic Steps for Financial Planning for Special Needs Caregivers
Presented by MassMutual, Special Needs Financial Planning Division

November 12 • 7:30 - 8:30 p.m.

This workshop will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately. This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a will and considering a Letter of Intent. Taking these 10 basic steps now can help ensure the type of care and quality of life for a loved one’s well-being today and tomorrow.

Rekha Shetty Trivedi is a financial planner whose mission is to help people cultivate a plan for their finances based on their values and goals. She helps people not only make progress, but find confidence, balance and peace along the way. Her background, experience and commitment to providing you with the resources you need to make educated decisions, can help make your financial future as successful as you need it to be. As a fully licensed Financial Planner, she believes in holistic financial planning and not a linear approach. Her goal is to assist families and business owners achieve financial independence. Rekha's areas of focus are investment strategies, business owners, risk management strategies, retirement strategies, group benefits, estate planning strategies, insurance strategies, college funding strategies and financial education.  

Brian J. Finn, M.S. Ed is a Vice President with MassMutual of New Jersey-NYC. He started his career in financial services in 1991. He holds a master’s degree in Education from Iona college. He and his associates are affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s.

Brian and his associates know that planning for that next step in life isn’t always easy. That’s why Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, we promise you a new level of attention, insight and capability. He resides in New Jersey with his wife Linda and three children. And most recently he became a first-time grandparent.

REGISTER

Special Needs Trusts Workshop
Presented by MassMutual, Special Needs Financial Planning Division

December 10 • 7:30 - 8:30 p.m.

Trusts may provide supplemental resources for an individual with special needs. Under various circumstances, not having a special needs trust may adversely affect an individual’s eligibility for government benefits. This workshop will provide an overview of different types of trusts, important considerations in naming a Trustee, funding options, and how to get started in creating a properly drafted special needs trust.

Rekha Shetty Trivedi is a financial planner whose mission is to help people cultivate a plan for their finances based on their values and goals. She helps people not only make progress, but find confidence, balance and peace along the way. Her background, experience and commitment to providing you with the resources you need to make educated decisions, can help make your financial future as successful as you need it to be. As a fully licensed Financial Planner, she believes in holistic financial planning and not a linear approach. Her goal is to assist families and business owners achieve financial independence. Rekha's areas of focus are investment strategies, business owners, risk management strategies, retirement strategies, group benefits, estate planning strategies, insurance strategies, college funding strategies and financial education.  

Brian J. Finn, M.S. Ed is a Vice President with MassMutual of New Jersey-NYC. He started his career in financial services in 1991. He holds a master’s degree in Education from Iona college. He and his associates are affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s.

Brian and his associates know that planning for that next step in life isn’t always easy. That’s why Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, we promise you a new level of attention, insight and capability. He resides in New Jersey with his wife Linda and three children. And most recently he became a first-time grandparent.

REGISTER

Watch the Monthly Speaker Series on YouTube 

Collaborating with Your District to Ensure Your Child’s IEP or 504 Plan Addresses Their Needs During the Pandemic Presented by Manes & Weinberg, Special Needs Lawyers

How to Apply for Services for Your Child with a Disability Through the Lifetime  Presented by Cheryl Crick of The Arc of New Jersey  

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