Thank you to everyone who joined us last Friday for our Special Needs Financial Planning with KeyBank!
Planning ahead for a loved one with a disability can feel overwhelming, and this event was about making those next steps feel a little clearer. Our panelists covered estate planning and its legal considerations, along with financial planning for adults with disabilities.
Our CEO, Patrick Ober, also shared a bit about KAA and the work we do to empower adults with disabilities to thrive in the community.
A big thank you to our partners at KeyBank and panelists Tim Rodgers, Ian Humphrey, and Mathew Bound, plus Ashley Shannon from Burke & Pecquet, LLC, for sharing their time and expertise with our families. 🧡
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