The Future is Now September – future planning sessions for families with an older caregiver

The Future is Now is a five-part series designed to help older caregivers and their family members make plans for the future. Throughout the series, families get help to create a letter of intent. A letter of intent is a non-legal document that captures family desires and goals for the future. Creating a letter of intent can help families gain peace of mind that comes with having a plan.

To register, contact Dawn at 513-559-6814 or

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Transition Booster Financial Planning Video Recording

Would you like to learn more about how to plan for the financial future of youth and young adults with developmental disabilities and/or complex medical needs?

Click here to view the video recording from a transition booster session from June on Financial Planning.

In this session you will learn:

-How life insurance and long term care insurance can protect your family and allow you to retire
-How to safeguard funds for your child’s future without endangering their benefits
-About different Estate Planning options that work best for your situation
-About Special Needs Trusts – the difference between First Party and Third Party
-About the Letter of Intent, which is a necessary companion to Special Needs Trusts