Financial Planning: Planning for the Future for Your Child with a Disability

Name: Financial Planning: Planning for the Future for Your Child with a Disability
Start: 2026-01-29T18:00:00-05:00
End: 2026-01-29T19:30:00-05:00
Location: Bornhava

Schedule

Thu Jan 29 2026 at 06:00 pm to 07:30 pm

UTC-05:00

Location

Bornhava | Amherst, NY

Financial Planning will be held on Thursday, January 29, 2026 at 6:00-7:30pm at Bornhava which is located at 25 Chateau Terrace in Amherst. The presenter for the evening is Connor J Rosenecker, CFP of Jensen, Marks, Langer & Vance LLC. RSVP by 1/22 https://form.jotform.com/dspgwny/financial-planning26.
Connor is a Certified Financial Planner® and has degrees in Finance, Economics, Management, and Psychology from Canisius University.
One of the most influential persons in Connor’s life is his younger sister, Claudia, who has developmental challenges herself. Claudia attended the Summit Center and, recently, Connor’s family founded a not-for-profit called Claudia’s Club which aims to ensure individuals with disabilities have access to support and programs that meet their unique needs and abilities across the WNY region. Claudia’s story inspires Connor to give back to communities that help individuals with special needs.
Core Topics To Be Covered:
* Overview of life-planning considerations for individuals with developmental challenges.
* Understanding government benefit programs from a financial perspective (SSI, SSDI, Medicaid, asset/resource limits, spend-down rules).
* How Supplemental Needs Trusts fit within long-term financial planning.
* ABLE accounts: how they work, funding strategies, and coordination with trusts.
* Planning for lifetime financial security: investment considerations, cash-flow planning, and structuring family support.
* Tax considerations for caregivers and beneficiaries.
* Considerations when siblings or extended family members will one day assume financial or caregiving roles.
* Common planning pitfalls and how to avoid them.