Special Needs Financial Planning | How We Serve Organizations
Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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How We Serve Organizations

How We Serve Organizations

How do I navigate the world of special needs supports & services?

Organizations

We have partnered with many non profits, service and support organizations over the years and can help you find the right path to securing resources for your family member with a disability.

 

View our links and resources

 

Amongst our proudest accomplishments is our decades long  commitment to educational outreach and advocacy on behalf of the disability community.

View our workshops

Organizations

  • AAIDD Annual Conference
  • Academy of Special Needs Planners (New Orleans, LA)
  • ALS Talk for National Family Caregiver Month
  • Americans with Disabilities Act 20th Anniversary Celebration
  • Arc of South Shore
  • Arc's 60th Anniversary Nation Convention
  • Association for Community Living
  • Belmont Special Education Advisory Council (BSEAC)
  • Belmont SPED PAC
  • Boston Spinal Muscular Atrophy (SMA) Day 2009
  • Building A Home (Brandeis University)
  • Cape Cod Hospital (Hyannis)
  • Childrens Hospital Waltham
  • Converge Worship Center (Trinity Baptist Church Brockton)
  • Cooperative Human Services
  • Dana-Farber Cancer institute
  • Department of Developmental Services(DDS)
  • Direct Support Conference (DSP)
  • Exploring Residential Planning Options: What's out there?
  • Family Leadership Series MFOFC (2)
  • Federal Bar Association Boston
  • Federation for Children with Special Needs (2)
  • Financial Planning Association of New Jersey
  • Financial Planning for Families Childrens Hospital Boston
  • Financial Spring Cleaning Made Easy
  • Greater Waltham ARC
  • Groton Dunstable Regional School District
  • Groton Dunstable SEPAC
  • Harvard University Work/Life Resources
  • Harvard-Affiliated Hospitals
  • Jewish Community Centers of Greater Boston
  • John C. Corrigan Mental Health Center (Fall River)
  • LABBB Collaborative
  • Lawler Library (New Bedford)
  • Life After Diagnosis Conference
  • Lifelinks Family Support Center
  • Massachusetts Bar Association/ MBA CLE (2)
  • Massachusetts Continuing Legal Education (MCLE
  • Massachusetts Down Syndrome Congress (3)
  • Massachusetts Early Intervention Consortium
  • Massachusetts Families Organizing for Change
  • Massachusetts Sibling Support Network
  • Melmark
  • National Down Syndrome Congress
  • National Parents of Galactosemic Children (PGC Inc.)
  • Northbridge PAC
  • Northeast ARC
  • Northshore ARC
  • Perkins School for the Blind (Watertown)
  • Plymouth Area Chamber of Commerce (Plymouth)
  • Residential Planning - Guardianship and Advocacy
  • Riverside
  • Riverside Community Care
  • Sage Crossing Foundation Fundraiser (National Heritage Museum)
  • Society of Financial Service Professionals, Boston Chapter
  • Special Needs Planning for Families
  • Special Needs Planning Guide Book Signing Event
  • Specialized Housing
  • Stone Soup Conference
  • TASH Conference
  • Taunton Library (Taunton)
  • Tewksbury Public Library Lifelinks Presentation
  • Wayside Youth & Family Support Network
  • Wilmington SEPAC

Entities listed above are not affiliated with LPL Financial, and inclusion does not represent an endorsement or favorable experience with any advisor.