A Future Well Planned: Protecting the Ones You Love

Who will protect your loved one with special needs when you can't? Explore trusts, financial planning, and strategies for their future.
About this Event

A Future Well Planned: Protecting the Ones You Love

Who will protect your loved one's future when you no longer can?

Join us for A Future Well Planned: Protecting the Ones You Love, an educational workshop designed to help families of individuals with disabilities explore Special Needs Trusts, financial planning, life insurance, and strategies for lasting financial security.

Thursday, November 5, 2026 | 6:30–8:00 PM

Discover how thoughtful planning today can help protect the people you love tomorrow.

Your Loved One's Future Deserves a Plan.

Join our New York Life financial professionals and guest speakers from Proxy Parent Foundation for an informative evening of education, resources, and practical planning strategies.

Space is limited. Reserve your spot today!

Educational presentation only. Not legal or tax advice. Consult your attorney and tax advisor.

Agenda

🕑: 06:30 PM - 06:40 PM
Welcome & Introduction
Host: Sandy Leitao, MBA

Info: Welcome attendees, introduce the presenters, and share the purpose of the workshop: empowering families to plan for their loved one's future.

🕑: 06:41 PM - 07:00 PM
Financial Planning - Supporting Families of Individuals with Disabilities
Host: Adrienne Jackson

Info: Discover how thoughtful financial planning can help families of individuals with disabilities build a secure and meaningful future. Explore strategies for coordinating Special Needs Trusts and estate planning, preserving eligibility for government benefits, and providing long-term financial support.

Learn how education, personalized planning resources, and collaboration with attorneys, financial professionals, and trusted organizations can help protect your loved one's quality of life.

Our commitment is to guide families with compassion, experience, and integrity—helping turn today's planning into tomorrow's peace of mind.

🕑: 07:01 PM - 07:15 PM
Estate Financial Planning Essentials and Complimentary Holistic Financial Plan
Host: Sandy Leitao, MBA

Info: Discover essential estate and financial planning strategies to help protect your loved one's future and create lasting financial security.

Learn how a complimentary holistic financial planning can help you take the next step. We'll listen to your family's goals and concerns, review your existing plans, explore personalized strategies involving trusts, life insurance, retirement, and legacy planning.

No obligation—just personalized guidance to help you plan confidently for the future.

🕑: 07:16 PM - 07:50 PM
Keynote Presentation: Proxy Parent Foundation
Host: Carmen Bowen, MBA

Info: Discover the importance of coordinated support, advocacy, and long-term planning for individuals with disabilities and their families.

🕑: 07:50 PM - 08:00 PM
Questions, Answers & Closing Remarks

Info: An opportunity for attendees to ask general questions, learn about additional resources, and explore potential next steps.